SMArtX seamlessly connects with industry-leading custodians, data providers, and technology platforms to give firms maximum flexibility and efficiency. Link your existing custodial accounts from major firms like Fidelity and Charles Schwab directly to SMArtX for management and UMA access, or amplify the features of full-scale advisor dashboards for faster reporting, analytics, and execution.
Explore our integrations below to see how we fit into your existing tech stack. Then, request a demo to learn more.
