Our comprehensive suite of technology solutions provides a wealth of features for advisors, asset managers, custodians, and more. Unsure which platform is right for your needs? Learn about the specific features offered across our tools below, then request a demo to see how they can simplify your firm’s workflow.
SMArtX features an advanced unified managed account (UMA) architecture that simplifies the process of managing complex portfolios in a single account. It enables advisors to integrate various investment sleeves, such as manager-traded or rep-directed strategies, into one account for faster management.
Our UMA account structure includes built-in features for portfolio management, trade generation, and tax optimization, making it easier than ever to manage client accounts while retaining full control and visibility.
Provides distinct performance reporting for each individual sleeve within a Unified Managed Account (UMA). This granular view allows for detailed analysis of how each component contributes to the account’s total performance.
Automatically analyzes accounts daily for scenarios that may require trading, such as high/low cash balances or being out of tolerance. It presents these scenarios to the user, allowing for trade proposals that consider tax implications to streamline and improve rebalancing.
A tool designed to transition client assets into new investment strategies in a tax-efficient manner, helping to minimize the tax impact of moving a client’s holdings from one portfolio to another.
An automated tool for large-scale tax efficiency. It allows for scheduled harvesting events across households and individual accounts, streamlines compliance by preventing wash-sale violations, and provides a modern interface for efficient execution across a high volume of accounts.
The invetsment products distribution network offering access to over +1,500 strategies from +350 asset management firms. It includes integrated research capabilities for third-party models, manager-traded strategies, sponsored solutions, and stand-alone funds, simplifying portfolio construction for advisors.
A feature that combines and analyzes third-party products to create proposals. It calculates performance against a selected benchmark, net of all fees, and produces an exportable, client-facing document.
Facilitates the raising or depositing of funds through one-time or systematic transactions, supporting actions like RMDs and dollar-cost averaging. This ensures the client’s account remains balanced with the portfolio’s objective.
Provides the flexibility to exclude or substitute specific securities at the account level. This allows for individual customization without deviating from the broader portfolio’s management workflow, maintaining consistent management across a book of business while accommodating unique client needs.
The Model Comparison tool is designed to make transitioning models to the SMArtX platform seamless. By matching existing model holdings to existing strategies on SMArtX, efficiency is gained in the time taken to research and add models to the Portfolio Builder.
BillPro empowers firms to establish standardized fee schedules at every tier of the fee schedule hierarchy—from enterprise-level defaults to individual sleeves. This structured approach enables firms to efficiently manage fees for a high volume of accounts with precision.
BillPro enables firms to create and manage standardized fee schedules across various levels of the hierarchy—enterprise, rep, account, or individual sleeve—tailored to different client segments or account types. With unmatched flexibility, firms can apply multiple fee schedules per tier and implement scenario-based overrides to address even the most intricate billing requirements and competing fee schedules.
Eliminate the hassle of cash flow adjustments. BillPro automatically tracks deposits, withdrawals, and transfers throughout the quarter, utilizing an advanced “true-up” system to ensure bills accurately reflect all account activities, removing the need for manual adjustments.
SMArtX Analytics gives asset managers powerful insights to grow their business. From a comprehensive view of your book of business to detailed data on advisor activity, flows, and platform positioning, Analytics helps you understand how your strategies are being used—and where there’s room to grow. Identify top prospects, track product adoption, and uncover new opportunities to expand your reach and drive distribution—backed by real-time platform data designed to inform smarter decisions.
Normalizes Custodial data, Asset Manager data and other data sources into SMArtX.
Automated exception-based reconciliation of corporate actions and trading activities into sleeves.
Provides a robust set of standard extracts (Account, Transactions, Positions, etc) at the sleeve level.
Creates custom SOD, EOD & Ad Hoc reports.
Delivers to clients in the morning, ready to be ingested into the clients Data Warehouse.
Robust, enterprise-grade APIs that provide real-time access to SmartX’s portfolio management, reporting, and investment solution infrastructure. Designed for scale and flexibility, these APIs let firms build custom experiences on top of a powerful managed account engine. From automating proposals to powering back-office workflows, SmartX’s APIs support full platform integration, enabling partners to differentiate where it matters while leveraging proven functionality where speed and reliability are critical. This API-first architecture lowers time to market, streamlines operations, and unlocks deeper advisor and client engagement.
Modular, production-ready micro-frontends that integrate seamlessly into your platform. These components power essential workflows, like rebalancing, trading, and model marketplace access, with minimal effort. Designed to complement our APIs, they let firms embed SMArtX’s intuitive UI/UX where it adds value, while retaining control to build custom features where they excel. This hybrid approach accelerates deployment, reduces integration and maintenance costs, and enables a unified, advisor-friendly experience.
Private-label front-end platform offering an out-of-the-box, end-to-end managed account solution. No development required
Automatically analyzes accounts daily for scenarios that may require trading, such as high/low cash balances or being out of tolerance. It presents these scenarios to the user, allowing for trade proposals that consider tax implications to streamline and improve rebalancing.
A tool designed to transition client assets into new investment strategies in a tax-efficient manner, helping to minimize the tax impact of moving a client’s holdings from one portfolio to another.
An automated tool for large-scale tax efficiency. It allows for scheduled harvesting events across households and individual accounts, streamlines compliance by preventing wash-sale violations, and provides a modern interface for efficient execution across a high volume of accounts.
SMArtX features an advanced unified managed account (UMA) architecture that simplifies the process of managing complex portfolios in a single account. It enables advisors to integrate various investment sleeves, such as manager-traded or rep-directed strategies, into one account for faster management.
Our UMA account structure includes built-in features for portfolio management, trade generation, and tax optimization, making it easier than ever to manage client accounts while retaining full control and visibility.
Provides distinct performance reporting for each individual sleeve within a Unified Managed Account (UMA). This granular view allows for detailed analysis of how each component contributes to the account’s total performance.
The invetsment products distribution network offering access to over +1,500 strategies from +350 asset management firms. It includes integrated research capabilities for third-party models, manager-traded strategies, sponsored solutions, and stand-alone funds, simplifying portfolio construction for advisors.
A feature that combines and analyzes third-party products to create proposals. It calculates performance against a selected benchmark, net of all fees, and produces an exportable, client-facing document.
The Model Comparison tool is designed to make transitioning models to the SMArtX platform seamless. By matching existing model holdings to existing strategies on SMArtX, efficiency is gained in the time taken to research and add models to the Portfolio Builder.
BillPro empowers firms to establish standardized fee schedules at every tier of the fee schedule hierarchy—from enterprise-level defaults to individual sleeves. This structured approach enables firms to efficiently manage fees for a high volume of accounts with precision.
BillPro enables firms to create and manage standardized fee schedules across various levels of the hierarchy—enterprise, rep, account, or individual sleeve—tailored to different client segments or account types. With unmatched flexibility, firms can apply multiple fee schedules per tier and implement scenario-based overrides to address even the most intricate billing requirements and competing fee schedules.
Eliminate the hassle of cash flow adjustments. BillPro automatically tracks deposits, withdrawals, and transfers throughout the quarter, utilizing an advanced “true-up” system to ensure bills accurately reflect all account activities, removing the need for manual adjustments.
SMArtX features an advanced unified managed account (UMA) architecture that simplifies the process of managing complex portfolios in a single account. It enables advisors to integrate various investment sleeves, such as manager-traded or rep-directed strategies, into one account for faster management.
Our UMA account structure includes built-in features for portfolio management, trade generation, and tax optimization, making it easier than ever to manage client accounts while retaining full control and visibility.
Provides distinct performance reporting for each individual sleeve within a Unified Managed Account (UMA). This granular view allows for detailed analysis of how each component contributes to the account’s total performance.
Automatically analyzes accounts daily for scenarios that may require trading, such as high/low cash balances or being out of tolerance. It presents these scenarios to the user, allowing for trade proposals that consider tax implications to streamline and improve rebalancing.
A tool designed to transition client assets into new investment strategies in a tax-efficient manner, helping to minimize the tax impact of moving a client’s holdings from one portfolio to another.
An automated tool for large-scale tax efficiency. It allows for scheduled harvesting events across households and individual accounts, streamlines compliance by preventing wash-sale violations, and provides a modern interface for efficient execution across a high volume of accounts.
Facilitates the raising or depositing of funds through one-time or systematic transactions, supporting actions like RMDs and dollar-cost averaging. This ensures the client’s account remains balanced with the portfolio’s objective.
Provides the flexibility to exclude or substitute specific securities at the account level. This allows for individual customization without deviating from the broader portfolio’s management workflow, maintaining consistent management across a book of business while accommodating unique client needs.
SMArtX features an advanced unified managed account (UMA) architecture that simplifies the process of managing complex portfolios in a single account. It enables advisors to integrate various investment sleeves, such as manager-traded or rep-directed strategies, into one account for faster management.
Our UMA account structure includes built-in features for portfolio management, trade generation, and tax optimization, making it easier than ever to manage client accounts while retaining full control and visibility.
Provides distinct performance reporting for each individual sleeve within a Unified Managed Account (UMA). This granular view allows for detailed analysis of how each component contributes to the account’s total performance.
SMArtX Analytics gives asset managers powerful insights to grow their business. From a comprehensive view of your book of business to detailed data on advisor activity, flows, and platform positioning, Analytics helps you understand how your strategies are being used—and where there’s room to grow. Identify top prospects, track product adoption, and uncover new opportunities to expand your reach and drive distribution—backed by real-time platform data designed to inform smarter decisions.
Normalizes Custodial data, Asset Manager data and other data sources into SMArtX.
Automated exception-based reconciliation of corporate actions and trading activities into sleeves.
Provides a robust set of standard extracts (Account, Transactions, Positions, etc) at the sleeve level.
Creates custom SOD, EOD & Ad Hoc reports.
Delivers to clients in the morning, ready to be ingested into the clients Data Warehouse.
Robust, enterprise-grade APIs that provide real-time access to SmartX’s portfolio management, reporting, and investment solution infrastructure. Designed for scale and flexibility, these APIs let firms build custom experiences on top of a powerful managed account engine. From automating proposals to powering back-office workflows, SmartX’s APIs support full platform integration, enabling partners to differentiate where it matters while leveraging proven functionality where speed and reliability are critical. This API-first architecture lowers time to market, streamlines operations, and unlocks deeper advisor and client engagement.
Modular, production-ready micro-frontends that integrate seamlessly into your platform. These components power essential workflows, like rebalancing, trading, and model marketplace access, with minimal effort. Designed to complement our APIs, they let firms embed SMArtX’s intuitive UI/UX where it adds value, while retaining control to build custom features where they excel. This hybrid approach accelerates deployment, reduces integration and maintenance costs, and enables a unified, advisor-friendly experience.
Private-label front-end platform offering an out-of-the-box, end-to-end managed account solution. No development required
BillPro empowers firms to establish standardized fee schedules at every tier of the fee schedule hierarchy—from enterprise-level defaults to individual sleeves. This structured approach enables firms to efficiently manage fees for a high volume of accounts with precision.
BillPro enables firms to create and manage standardized fee schedules across various levels of the hierarchy—enterprise, rep, account, or individual sleeve—tailored to different client segments or account types. With unmatched flexibility, firms can apply multiple fee schedules per tier and implement scenario-based overrides to address even the most intricate billing requirements and competing fee schedules.
Eliminate the hassle of cash flow adjustments. BillPro automatically tracks deposits, withdrawals, and transfers throughout the quarter, utilizing an advanced “true-up” system to ensure bills accurately reflect all account activities, removing the need for manual adjustments.
SMArtX features an advanced unified managed account (UMA) architecture that simplifies the process of managing complex portfolios in a single account. It enables advisors to integrate various investment sleeves, such as manager-traded or rep-directed strategies, into one account for faster management.
Our UMA account structure includes built-in features for portfolio management, trade generation, and tax optimization, making it easier than ever to manage client accounts while retaining full control and visibility.
Provides distinct performance reporting for each individual sleeve within a Unified Managed Account (UMA). This granular view allows for detailed analysis of how each component contributes to the account’s total performance.
Automatically analyzes accounts daily for scenarios that may require trading, such as high/low cash balances or being out of tolerance. It presents these scenarios to the user, allowing for trade proposals that consider tax implications to streamline and improve rebalancing.
A tool designed to transition client assets into new investment strategies in a tax-efficient manner, helping to minimize the tax impact of moving a client’s holdings from one portfolio to another.
An automated tool for large-scale tax efficiency. It allows for scheduled harvesting events across households and individual accounts, streamlines compliance by preventing wash-sale violations, and provides a modern interface for efficient execution across a high volume of accounts.
The invetsment products distribution network offering access to over +1,500 strategies from +350 asset management firms. It includes integrated research capabilities for third-party models, manager-traded strategies, sponsored solutions, and stand-alone funds, simplifying portfolio construction for advisors.
A feature that combines and analyzes third-party products to create proposals. It calculates performance against a selected benchmark, net of all fees, and produces an exportable, client-facing document.
Facilitates the raising or depositing of funds through one-time or systematic transactions, supporting actions like RMDs and dollar-cost averaging. This ensures the client’s account remains balanced with the portfolio’s objective.
Provides the flexibility to exclude or substitute specific securities at the account level. This allows for individual customization without deviating from the broader portfolio’s management workflow, maintaining consistent management across a book of business while accommodating unique client needs.
The Model Comparison tool is designed to make transitioning models to the SMArtX platform seamless. By matching existing model holdings to existing strategies on SMArtX, efficiency is gained in the time taken to research and add models to the Portfolio Builder.
BillPro empowers firms to establish standardized fee schedules at every tier of the fee schedule hierarchy—from enterprise-level defaults to individual sleeves. This structured approach enables firms to efficiently manage fees for a high volume of accounts with precision.
BillPro enables firms to create and manage standardized fee schedules across various levels of the hierarchy—enterprise, rep, account, or individual sleeve—tailored to different client segments or account types. With unmatched flexibility, firms can apply multiple fee schedules per tier and implement scenario-based overrides to address even the most intricate billing requirements and competing fee schedules.
Eliminate the hassle of cash flow adjustments. BillPro automatically tracks deposits, withdrawals, and transfers throughout the quarter, utilizing an advanced “true-up” system to ensure bills accurately reflect all account activities, removing the need for manual adjustments.
SMArtX Analytics gives asset managers powerful insights to grow their business. From a comprehensive view of your book of business to detailed data on advisor activity, flows, and platform positioning, Analytics helps you understand how your strategies are being used—and where there’s room to grow. Identify top prospects, track product adoption, and uncover new opportunities to expand your reach and drive distribution—backed by real-time platform data designed to inform smarter decisions.
Normalizes Custodial data, Asset Manager data and other data sources into SMArtX.
Automated exception-based reconciliation of corporate actions and trading activities into sleeves.
Provides a robust set of standard extracts (Account, Transactions, Positions, etc) at the sleeve level.
Creates custom SOD, EOD & Ad Hoc reports.
Delivers to clients in the morning, ready to be ingested into the clients Data Warehouse.
Robust, enterprise-grade APIs that provide real-time access to SmartX’s portfolio management, reporting, and investment solution infrastructure. Designed for scale and flexibility, these APIs let firms build custom experiences on top of a powerful managed account engine. From automating proposals to powering back-office workflows, SmartX’s APIs support full platform integration, enabling partners to differentiate where it matters while leveraging proven functionality where speed and reliability are critical. This API-first architecture lowers time to market, streamlines operations, and unlocks deeper advisor and client engagement.
Modular, production-ready micro-frontends that integrate seamlessly into your platform. These components power essential workflows, like rebalancing, trading, and model marketplace access, with minimal effort. Designed to complement our APIs, they let firms embed SMArtX’s intuitive UI/UX where it adds value, while retaining control to build custom features where they excel. This hybrid approach accelerates deployment, reduces integration and maintenance costs, and enables a unified, advisor-friendly experience.
Private-label front-end platform offering an out-of-the-box, end-to-end managed account solution. No development required
