Fintech Firms

Independent RIAs and RIA Aggregators

Fintech firms looking to scale their operations need modernized workflows that seamlessly connect ecosystems and reduce operational friction. SMArtX Advisory Services provides the technology solutions fintech firms need to support advisor efficiency and better client experiences.

Scalable Technology With Seamless Integrations for Fintech Companies

Your company relies on modern technology to power client experiences. With SMArtX Advisory Services, you can expand your client offerings with modern, user-friendly investing features that fit seamlessly with your existing tech and interfaces.

Technology

Our technology offers unmatched flexibility and scalable power for fintech firms, ranging from wealth management platforms to data software. Expand your client offerings with features ranging from sleeve-level performance reviews to tax transition automations, cash management tools, customizable billing engines, and much more.

Integrations

SMArtX is designed to integrate seamlessly with fintech platforms and tools. Developer-friendly APIs and web components allow you to choose the specific features to integrate into your platform, and our support team is always available to provide tactical guidance and ensure SMArtX aligns with your business’s goals.

Our Products for Fintech Firms

Fintech firms benefit from the full functionality of the powerful SMArtX interface to drive growth, scale operations, and expand investing features for clients.

SMArtX

Fintech firms can integrate SMArtX’s managed account technology and investment marketplace directly into their offerings, providing broad product access to over 1,500 investment strategies and 325+ asset managers. SMArtX automates key processes like trading, rebalancing, billing, and reporting in a centralized platform, while built-in oversight and compliance features make meeting industry standards simple.

How We Help Fintech Firms

SMArtX delivers a turnkey infrastructure that powers investment solutions for fintech companies without the need to build everything in-house. We built SMArtX around these benefits for fintech firms.

Modernize Workflows

Rather than needing to stitch together third-party tools, SMArtX handles a range of processes in a single platform. Fintech firms can modernize and simplify their workflows with seamless API integrations and scalable infrastructure.

Connect Ecosystems

We designed SMArtX to easily connect and integrate with existing technology. Fintech firms don’t need to replace their tech with SMArtX; instead, our software serves to expand your existing interface with fresh, time-saving features.

Enhance Productivity

Our technology automates key processes for your clients, such as trading, rebalancing, billing, and more, to reduce manual workload and improve productivity. Do more in less time with the power of SMArtX.