Who We Serve - DEV - SMArtX Advisory Solutions

Skip to content

What We Do

SMArtX Platform

Our modular managed accounts solution streamlines investment operations for advisors.

SMArtY

Our new manager-sponsored platform combines access to asset managers with award-winning tools.

Deploy

Our all-in-one portfolio solution supports every stage of your managed accounts business.

BillPro

Our feature-rich billing engine handles complex fee arrangements with precision for better data and control.

Marketplace

Our Manager Marketplace connects advisors to over 1,500 investment strategies from 325+ asset managers.

Analytics

Our manager solutions provide asset managers with real-time data and powerful insights to unlock new growth opportunities.

Tax Management

Minimize tax liabilities and execute tax loss harvesting strategies automatically in the SMArtX platform.

Portfolio Construction

Build portfolios that meet client goals with our 1,250+ built-in investment strategies.

Trading & Rebalancing

Execute trades and rebalance client portfolios automatically with SMArtX’s robust features.

Data, Reporting & Integrations

See rich insights into portfolio performance and export reporting documents for seamless client communications.

Investment

Support complex investment portfolios and multi-strategy accounts with our UMA architecture.

Custodians

SMArtX seamlessly integrates with a range of industry-leading custodial platforms.

Performance Reporting

View performance reports alongside SMArtX strategies to inform portfolio decisions.

Portfolio Construction

Build portfolios that cater to client goals with our 1,500+ built-in investment strategies.

Trading & Rebalancing

Automate trading and portfolio rebalancing and dedicate more time to higher-level tasks.

Data Aggregator

Sync performance data with SMArtX insights for real-time account management.

Account Onbaording

Quickly integrate new client accounts into the SMArtX interface with seamless strategy matching.
Who We Serve

RIAs

We designed our technology around helping RIAs scale, operate more efficiently, and maintain control.

Broker Dealers

SMArtX helps broker-dealers streamline their managed accounts businesses with automated trading, billing, and reporting tools.

Fintech Firms

Integrate your fintech platform with SMArtX’s managed account technology for cohesive productivity.

Banks, Trust Companies, Insurance …

Enterprise wealth firms leverage SMArtX to streamline wealth management for UHNW clients.

Asset Managers

Our tech helps asset managers enhance distribution, improve business visibility, and simplify workflows.

Custodians

Custodians save time and automate manual processes with SMArtX integrations.
How We Power

Documentation

Find API documentation to jumpstart your full-platform integration.

Stack Offerings

Explore our full-feature, out-of-the-box tech solutions for investment firms.

Web Components

Learn how to embed SMArtX tools and widgets directly into your site.

Resources

Wealth Management

Solutions for scaling and enhancing wealth management services.

Asset Management

Tools and insights for asset managers to optimize performance and distribution.

Billing

Billing solutions designed to simplify fees and improve control.

Data Exchange

How our technology enables seamless data connectivity and reporting.

Events

View our event calendar to learn where you can find us at upcoming industry conferences, webinars, and events.
About

Origin Story

Learn how SMArtX Advisory Solutions came to be.

Request a Demo

Request a demo of any of our solutions for an up-close look at how SMArtX can streamline your operations.

News

Find the latest company announcements and industry updates.

What We Do
Who We Serve
- Firms
How We Power
Resources
- Brochures
- Engage
  - Events
About
- Our Core
  - Origin Story
  - Request a Demo
- In The News
  - News

What We Do
Who We Serve
- Firms
How We Power
Resources
- Brochures
- Engage
  - Events
About
- Our Core
  - Origin Story
  - Request a Demo
- In The News
  - News

Revolutionize Your Workflow With SMArtX Advisory Solutions

Ready to save time and scale your operations with modern managed accounts solutions? Schedule your live demo today and see for yourself how SMArtX Advisory Solutions can support your firm.

SMArtX delivers modular, cloud-native UMA technology that streamlines trading, billing, and distribution for firms seeking scalable managed account solutions.

Email Address

Solutions

SMArtX-Platform
SMArtY
Deploy
BillPro
Marketplace
Analytics

Features

Tax Management
Portfolio Construction
Trading & Rebalancing
Data, Reporting & Integrations
Billing

Integrations

Custodians
Performance reporting
Portfolio Construction
Trading & Rebalancing
Data Aggregator
Account Onbaording

Resources

Brochures
Events

About

Origin story
In the news
Request a demo

Terms of Use
Risk Factors and Considerations
SMArtX Performance Disclaimer
Privacy Policy

© SmartXAdvisory 2025