SMArtX Advisory powers scalable, tax-smart portfolio management solutions for advisors, RIAs, and asset managers. Our technology helps you grow more efficiently, simplify portfolio management, and enhance transparency, all while keeping clients at the center.
Are manual trading, account monitoring, performance tracking, and rebalancing slowing you down? Streamline your workflows and reduce operational risk with SMArtX’s suite of unified managed accounts (UMA) solutions. Asset managers gain smarter, more efficient distributions, while advisors benefit from tailored features that simplify every step of their client workflows.
Modern Infrastructure for the Future of Wealth Management
SMArtX is your cloud-native, API-first unified managed accounts (UMA) platform offering unmatched flexibility and scalable power. Built on a modular, custodian-neutral architecture, SMArtX supports real-time, sleeve-level portfolio management, trading, rebalancing, and tax overlay, along with detailed performance reporting and an integrated investment product marketplace. Leverage SMArtX’s intuitive front end or build fully customized solutions using its robust APIs and web components that seamlessly integrate with your existing tech stack.
Support complex investment portfolios and leverage multiple strategies in a single account with unified managed account (UMA) architecture.
Built for Smarter Portfolio Management
Our new manager-sponsored platform combines access to asset managers with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities.
Expand Your Reach
