Powerful Tools
for Enterprise Managed Accounts
Simplify workflows, elevate client experiences,
and scale your practice.
SMArtX, Your Way
Integrate, white-label, or combine approaches for a
fully configured user experience.
APIs
Enterprise-grade APIs
power proposals,
trading, reporting, and
custom workflows
across your ecosystem.
Web Components
Embeddable micro-frontends
that deliver rebalancing, trading,
and marketplace functionality
directly inside your platform.
Front End UI
A white-label, out-of-the-box
advisor experience
that requires zero
development.
Where Your Tech Connects
Open architecture and modular design connect
SMArtX to your full tech stack for seamless
operations.
Goldman Sachs
Advisor Solutions
Independent financial advisors who currently use Goldman Sachs Advisor Solutions can leverage streamlined features from SMArtX.
Fidelity Clearing
& Custody Solutions
FCCS is one of our largest custodial relationships. We give FCCS clients direct access to turnkey managed account solutions.
Charles Schwab
We provide customized managed account solutions for Charles Schwab clients with hassle-free integrations.
Advisor Engine
AdvisorEngine’s deep partnership with SMArtX enables powerful, tax-smart unified managed account (UMA) capabilities.
Addepar
Manage complex investment portfolios with Addepar’s multi-product software and SMArtX’s sleeve-level performance calculations.
AWS Marketplace
SMArtX leverages its integration with AWS Marketplace to deliver scalable, cloud-native managed accounts technology with streamlined enterprise procurement, secure infrastructure, and seamless platform scalability.
AXOS
SMArtX integrates with Axos Clearing to streamline trading and custodial workflows for advisors through a unified, scalable platform.
Black Diamond
Leverage SMArtX’s investment data combined with BlackDiamond’s cloud-native features for a total reporting experience.
BlackRock Advisor Center
Elevate portfolio analysis from a performance, risk, and cost perspective through the combined power of SMArtX and BlackRock’s Advisor Center.
BNY Mellon | Pershing
Sync ByAllAccounts data with SMArtX insights for real-time, cohesive data management.
By All Accounts
Sync ByAllAccounts data with SMArtX insights for real-time, cohesive data management.
First Clearing
Directly integrate First Clearing accounts with SMArtX solutions to simplify account setup, trade execution, and daily reconciliation
Flyer Financial Technologies
Integrate Flyer Financial Technologies’ cloud-based management features with SMArtX’s trading efficiency capabilities
Lincoln Financial
SMArtX integrates with Lincoln Financial to streamline custodial workflows, automated trading, rebalancing, and unified managed account administration through a scalable, API-driven platform experience for advisors.
Nationwide Financial
SMArtX integrates with Nationwide Financial to streamline custodial connectivity, automated trading, rebalancing, and unified managed account administration through a scalable, cloud-native platform for advisors.
Pacific Life
SMArtX integrates with Pacific Life as a custodian to enable unified managed account trading, rebalancing, and portfolio administration with synchronized custodial data and reporting.
Pontera
SMArtX integrates with Pontera to extend UMA portfolio management, trading, and rebalancing capabilities into held-away retirement accounts by synchronizing external plan data into a unified advisory workflow.
Raymond James
Access Raymond James accounts with built-in connectivity for reporting, billing, and trade automation.
TradePMR
Connect your UMA strategies with Fusion, TradePMR’s advisor-centric custody and operational hub.
The SMArtX Difference
Modern, flexible, and powerful—SMArtX equips RIAs, enterprises, and asset managers with the technology to grow, scale, and deliver a better client experience.
Power Your Practice
with SMArtX
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
Request a Demo