Turnkey Asset Management Platform

SMArtX enables TAMPs to scale faster with modular, white-labeled managed account technology powered by open APIs.

Overview Benefits Features Related Products

Overview

SMArtX Advisory Solutions offers a complete managed accounts technology solution that scales across applications to supplement existing TAMPs with modular infrastructure and modern applications. TAMPs no longer have to build their own technology but can instead leverage SMArtX’s open APIs and modular architecture to provide their clients with best-in-breed solutions in a completely white-labeled platform.

Custom Model Providers

Tax-Overlay Tools

UMA Account Structure

Benefits of SMArtX TAMP

Increase Operational Efficiency

SMArtX TAMP helps firms increase operational efficiency through streamlined managed accounts technology, automation, and scalable infrastructure.

Broaden Strategy Access

SMArtX TAMP broadens strategy access by connecting firms to a diverse ecosystem of investment managers, models, and portfolio solutions through a unified platform.

Meet Client Demands

SMArtX TAMP helps firms meet evolving client demands with flexible managed account solutions, personalized portfolios, and scalable technology.

Features

Powerful technology designed to help advisors scale, simplify operations, and deliver better client outcomes.

Real-Time Trading & Execution

At the core of every TAMP platform is trading, executing instructions from third-party managers, portfolio managers, or RIAs directly into client accounts at custodians. A strong TAMP trades in real time throughout the day, which is critical for tactical strategies that rely on second-by-second market timing.

Modern, Cloud-Native Software Architecture

SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. For the user, this means better reliability, increased speed, and timely deployment of new features.

Broad Access to Investment Strategies

A TAMP offers a broad range of solutions, including a model marketplace, automated trading and rebalancing, drift management, tax harvesting, cash management, and more helping advisors streamline investment management. SMArtX Advisory Solutions currently offers over 2,700+ strategies from more than 375 asset managers.

Dedicated Customer Support

Strong support is essential to any TAMP. Beyond solid technology, advisors need access to knowledgeable service teams who can help them quickly and support their business growth.

Related Products

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BillPro

Simplify complex billing arrangements with transparent, customizable fee schedules. BillPro produces precise files to support debiting, reporting, and compliance, giving custodians better data and operational control.

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Power Your Practice
with SMArtX

Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.

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The SMArtX Platform

BillPro

Manager Marketplace

Analytics