Banks, Trust Companies, and Insurance Companies

Enterprise Wealth

Banks, trust companies, and insurance companies need powerful technology that can keep up with the complex needs of their high-net-worth clients. SMArtX delivers comprehensive client service features within a user-friendly, scalable interface. Our suite of technologies helps your organization operate more efficiently while maintaining flexibility and control.

Enterprise-Grade Wealth Management Solutions

Large institutions offering full-service wealth management to ultra-high-net-worth and institutional clients rely heavily on technology to automate rote processes and keep up with the regulatory rigor for compliance. SMArtX and our technology suite help enterprise wealth organizations deliver faster products and services while maintaining compliance.

Sophistication

SMArtX technology helps you manage complex client needs effortlessly with multi-asset support, granular reporting, and customizable billing schedules. Our solutions smoothly meet the needs of diverse enterprises and multi-purpose institutions while ensuring reliable security and compliance.

Customization

SMArtX is fully customizable to your business’s needs, with developer-friendly APIs and web components that let you build your ideal interface. Custom branding and white-label capabilities let you maintain your brand presence while delivering a seamless client experience, backed by SMArtX technology.

Our Products for Enterprise Wealth Firms

We offer three technology solutions catered to enterprise wealth firms.

SMArtX

With SMArtX, banks, insurance companies, and trust companies gain an end-to-end solution for billing, trading, reporting, and manager access. Reduce IT overhead and operational complexity with our scalable, user-friendly technology. Your institution can easily offer a broad menu of third-party managers, models, and investment products to meet diverse client needs without adding staff or manual processes.

BillPro

BillPro makes it easy to handle complex fee arrangements for your UHNW or institutional clients. Our completely customizable billing engine includes features like hierarchical fee scheduling, flexible billing cycles, on-demand reporting, bundled or unbundled fees, and more. Simplify your billing process and dedicate more time to strengthening client relationships.

Manager Marketplace

Our Manager Marketplace gives you access to over 1,500 investment strategies from over 325 trusted asset managers. View up-to-date performance data for each strategy and give clients access to a broad selection of investment vehicles without needing to manage multiple contracts or platforms.

How We Help Banks, Trust Companies, and Insurance Companies

SMArtX technology gives large financial institutions the scalable infrastructure they need to satisfy growing client needs without needing to bring on additional staff.

Enterprise-Grade Support

SMArtX is designed to effortlessly power both individual RIAs and large-scale enterprises. Our technology seamlessly supports hundreds of client accounts in a unified, cloud-based interface that your entire team can access from any web-based device.

Multi-Disciplinary Solutions

SMArtX technology supports multiple lines of business, account types, and investment programs simultaneously within a single, integrated system. Our solutions don’t just solve one operational challenge; they tie together many processes to support your firm’s diverse needs.

Secure Technology

Our technology meets industry standards for security and compliance, helping enterprise wealth organizations adhere to regulatory protocols. Built-in monitoring tools support allocation, drift, and guideline adherence, while enterprise-level dashboards provide risk, audit, and supervisory oversight.

Scalable Growth

SMArtX grows with your institution, showing you clear performance data no matter the size of your enterprise. Our infrastructure is flexible to your businesses needs and seamlessly handles large account volumes, complex portfolios, and intricate fee structures.