Modern, Scalable Technology for Every Financial Firm

SMArtX Advisory Services caters to a range of financial organizations. With six unique software solutions under the SMArtX name, we deliver the precise features needed to enhance investment processes for diverse audiences. Learn how our technology streamlines operations for your firm.

Independent RIAs

We serve independent RIAs managing between $200M and $2B AUM. Let us help you cater to high-net-worth clients by enhancing scalability and autonomy.

RIA Aggregators

Firms acquiring and consolidating multiple RIAs to achieve scale benefit from our onboarding, integration, and advisor retention solutions.

Broker-Dealers

Licensed firms offering product access and compliance for affiliated advisors turn to SMArtX for better trade processing, advisor tools, and hybrid support.

FinTech Firms

Technology firms that provide tools to advisors, platforms, and managers expand their offerings by partnering with SMArtX.

Enterprise Wealth

Large institutions offering full-service wealth management to ultra-high-net-worth and institutional clients leverage SMArtX to meet complex organizational needs and effortlessly handle a range of asset classes.

Asset Managers

We help firms managing investment products and strategies for distribution gain better visibility among advisors while simplifying distribution.

Custodians

Firms holding client assets and offering functional infrastructure for advisors connect with SMArtX as an operational backbone for integrations.