SMArtX x Fidelity Clearing & Custody Solutions
Linking custodial accounts to SMArtX provides UMA access and sleeve-level portfolio management for streamlined trading. With seamless data flow for proposals, performance reporting, and compliance, your advisors stay continually up to date on client accounts for informed trading decisions. SMArtX significantly reduces manual processing and operational risk, enhancing Fidelity’s infrastructure.
SMArtX lets you deliver sophisticated strategies for Fidelity accounts, with features like multi-manager portfolios, tax-efficient trading, and model comparisons. No need to change custodians; SMArtX provides unified account management across a range of custodial entities in a single platform. Roll out these features quickly and scale your UMA process as you grow your practice.
SMArtX supports accurate performance analytics and enterprise billing integration that work natively with Fidelity accounts. Leverage our platform’s features to upgrade your client experience while maintaining Fidelity’s trusted capabilities.
Institutional Custody With SMArtX Efficiency
SMArtX transforms Fidelity accounts into more robust, automated wealth management solutions. With SMArtX’s tax transition and rebalancing tools, you enhance Fidelity’s infrastructure while maintaining the native features you already know and love.
Discover more about integrating SMArtX with Fidelity accounts and leveraging the combined power of both platforms. Book a demo today for a live review.
