Broker-Dealers
Streamline operations. Scale efficiently. Empower advisors.
Why Broker Dealers Choose SMArtX
Manage product distribution and advisor oversight with intuitive, configurable technology designed for broker-dealers.
Modern, Ready-to-use Technology
Expand operations in a day with a ready-to-go interface for trading, portfolio comparisons, rebalancing, proposals, and more.
Seamless Integrations
Connect SMArtX to CRMs, reporting tools, custodial platforms, and internal systems. Use specific components or the full platform.
Manager Marketplace
Connect SMArtX to CRMs, reporting tools, custodial platforms, and internal systems. Use specific components or the full platform.
Solutions for Broker-Dealers
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.
Core Benefits
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.