SMArtX was created by a team of doers, thinkers, and innovators—people passionate about building the future of wealth management. Driven by curiosity, creativity, and a desire to push boundaries, we set out to redefine what’s possible for advisors and their clients.
SMArtX Advisory Solutions is an award-winning provider of modern managed accounts technology. Our cloud-native platform was built to replace legacy systems with scalable, efficient, and innovative tools, empowering firms to deliver the next generation of managed account solutions.
SMArtX supports RIAs, broker-dealers, asset managers, custodians, TAMPs, and FinTech firms. Our API-first architecture and modular components allow firms to embed managed account functionality seamlessly into their workflows while maintaining flexibility to scale.
The core of our platform offers intra-day, sleeve-level portfolio management and trading, detailed account-level data for transparency, and a robust investment products marketplace—all within a unified managed account (UMA) framework.
Key innovations include BillPro, our enterprise-grade billing engine, and tax-aware portfolio management tools that expand UMA capabilities to include manager-traded, cash management, tax transition, rep-directed, and model-delivery sleeves. Highly configurable APIs, modular web components, and customizable white-labeled experiences give firms control over how they integrate and deliver SMArtX.
Today, SMArtX advisors with the tools to grow their practices, streamline operations, and deliver stronger client outcomes. By advancing UMAs, alternative investments, and data-driven solutions, SMArtX is redefining how wealth management firms build, scale, and succeed.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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