Charles Schwab is a leader in investment management, topping the charts as one of the largest RIA custodians in terms of assets under custody. Schwab RIA clients turn to SMArtX for enterprise-level UMA access, seamless automation, robust tax tools, and real-time portfolio analytics that only serve to enhance the features in the trusted Schwab platform.
SMArtX x Charles Schwab
SMArtX lets you streamline portfolio management without the need for manual trade processing. The platform fully automates trading and reconciliation processes through a unified managed account (UMA) architecture and integrated rebalancer features. Instead of needing to manually enter trades at the custodian level, SMArtX executes portfolio changes programmatically. You gain accurate performance reporting and direct custodial data flow.
No matter the size of your RIA firm, SMArtX offers efficient scalability to grow with your operations. Model-traded UMA architecture lets you push updates to every linked account in real time, while enterprise billing and reporting tools scale with your firm without needing to add staff.
Altogether, your firm benefits from institutional-level trading tools within the familiar Schwab interface.
Powerful RIA Integrations
With SMArtX, Charles Schwab becomes a more powerful, efficient, and feature-rich platform that allows for faster growth and scalability. Embed SMArtX into your existing tech stack to unify account management with Charles Schwab and a range of other custodians.
