SMArtX APIs
Modern Managed Account Infrastructure—Built to Integrate
API Integration
Why Choose
SMArtX APIs
SMArtX APIs give fintech teams and wealth firms programmatic access to a cloud-native managed account platform—so you can build differentiated experiences without rebuilding core systems.
Full Platform
Access
Connect to SMArtX trading, rebalancing, model management, analytics, proposals, and cash management through APIs.
Real-Time
Platform Data
Retrieve structured, near real-time data to support responsive workflows and operational insights.
Managed
Account Engine
SMArtX runs managed accounts end to end—while you build custom interfaces and client experiences on top.
Core Benefits
Lowers time
to market
Launch new features without building trading, reporting, or managed account infrastructure from scratch.
Operational
efficiency
Automate proposals, rebalancing, trading, and billing once connected—reducing manual processes and overhead.
Expanded advisor capabilities
Enable advanced portfolio management and broader investment access through a single, integrated platform.
Power Your Practice
with SMArtX
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
Explore Solutions