Enterprise
Modern Wealth Management Solutions, Built for Your Growth.
Why Enterprises Choose SMArtX
SMArtX helps streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
RIAs
We designed our technology around helping RIAs scale, operate more efficiently, and maintain control.
Broker Dealers
SMArtX helps broker-dealers streamline their managed accounts businesses with automated trading, billing, and reporting tools.
Banks, Trust and Insurance
Enterprise wealth firms leverage SMArtX to streamline wealth management for UHNW clients.
Solutions
We offer comprehensive solutions for enterprise clients.
SMArtX
Unified managed accounts (UMA) platform for streamlined portfolio management. Execute trades, automate rebalancing reviews, manage tax overlays, and track portfolios at the sleeve level.
BillPro
A flexible billing engine built for complex institutional fee arrangements. Automate hierarchical fee schedules, customized billing cycles, bundled/unbundled fees, and on-demand reporting.
Manager Marketplace
Directly integrate manager and model access into your own user experience—delivering 2,700+ strategies through a single, unified marketplace with no separate contracts or platforms to manage.
Sophisticated Portfolio Solutions
Handle complex, multi-strategy portfolios with UMA architecture, sleeve-level reporting, and customizable fee schedules designed for institutional needs.
Configurable Infrastructure
Use developer-friendly APIs, modular components, and white-label interfaces to tailor the platform to your enterprise environment and maintain a consistent client experience.
Core Benefits
SMArtX helps Enterprise Clients streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
Scalable Tech
Our platform grows with your firm, whether you manage 1,000s or 1,000,000s of portfolios.
Seamless Integration
Direct integrations, APIs, and web components connect SMArtX to CRMs, custodians, reporting tools, and other systems.
Operational Efficiency
Automate workflows to save time, grow your business, enhance services, and stay in control.
Product Access
Offer a diversified selection of 2700+ strategies from 375+ asset managers in a single platform.
Streamlined Operations
Deliver products under consistent standards with configurable UMA infrastructure.
Advisor Productivity
Simplify account setup, trading, billing, and compliance to free advisors to focus on clients.
Enterprise Grade Support
Support thousands of accounts, multi-line programs, and intricate investment structures—all from a unified cloud-native platform.
Multi-Disciplinary Solutions
Serve wealth, trust, retirement, and institutional programs simultaneously with technology that adapts to the way your firm operates.
Secure Technology
SMArtX meets strict enterprise standards with encrypted data, robust monitoring tools, and supervisory controls.
Scalable Growth
Automated workflows and modular capabilities keep operations efficient—even as your clients, programs, and assets under management grow.