Registered Investment Advisors (RIAs)

Independent RIAs and RIA Aggregators

Our technology is specifically designed to help registered investment advisors (RIAs) and RIA aggregators streamline investment management services.

Investment Technology for Your Growth

SMArtX Advisory Services provides cloud-based software for RIAs, benefiting the following.

Scale

Hand repetitive tasks over to your investment technology and devote more time to expanding and scaling operations.

Efficiency

Avoid manual trading and minimize time-consuming workflows. Our technology lets you operate more efficiently by automating tasks like performance tracking, tax transition, model comparison, and many more.

Independence

Gain more control over your technology, investment options, and business models with our open-architecture platform and custodian flexibility. See all fees, flows, and activities with full transparency and maintain authority over trades and investment decisions.

Our Products for RIAs

We offer two comprehensive solutions for registered investment advisors and RIA aggregators.

SMArtX

Our unified managed accounts (UMA) technology supports a range of investment processes to streamline portfolio management for RIAs. Execute trades, automate rebalancing, simplify tax overlay, and manage portfolios at the sleeve level with SMArtX’s fully customizable solutions.

SMArtY

Our manager-sponsored platform gives RIAs access to world-class asset managers and a turnkey investment strategy marketplace. Enhance trading, balancing, reporting, and billing with the full support of the SMArtX interface.

How We Help RIAs

Our technology can transform your investment operations. We help RIAs expand their capabilities through these primary benefits.

Scalable Tech

SMArtX and SMArtY are both highly scalable solutions that adapt to your firm’s needs, whether you manage 10 or 1,000 portfolios. Our technology grows with you and remains a consistent support throughout your business’s lifespan.

Seamless Integration

APIs and web components allow you to seamlessly integrate SMArtX with your existing technology, including CRM systems, reporting tools, custodian platforms, data aggregators, and more. If you prefer a simplified solution, our front-end user interface is ready to use with no development necessary.

Operational Efficiency

SMArtX and SMArtY help your advisory service save time and operate more efficiently. By automating many processes within your workflow, you gain the freedom to acquire more clients, expand your services, or even take a step back from the business, knowing your investment management is under control.

Investment Access

With the SMArtX Marketplace, you gain access to 1,000+ institutional-grade investment strategies and seamless model portfolio comparison, making it easy to elevate your investment offerings. SMArtX supports a wide range of asset classes so you can cater to your clients’ goals.