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Frequently Asked Questions
A cloud-native, API-first UMA platform designed to power flexible, scalable managed account programs with real-time, sleeve-level portfolio management, trading, tax overlay, and more.
You can use SMArtX’s intuitive front end or fully integrate with your tech stack through robust APIs and modular web components, enabling custom workflows and seamless operations.
Advanced UMA account structures, sleeve-level performance, rebalancing, tax loss harvesting, model comparison, proposal generation, cash management, rep-directed trading, and access to a manager marketplace.
A customizable, enterprise-grade billing engine built for institutional wealth management firms to automate complex fee billing with transparency and accuracy.
Support for bundled/unbundled fees, hierarchical fee schedules, configurable billing cycles, cash flow tracking, custodian-neutral integration, and detailed reporting.
A distribution platform offering over 2,700 investment strategies from 375+ managers under a single contract, streamlining portfolio distribution for asset managers and advisors.
By enabling efficient model delivery, manager-traded frameworks, and providing tools like AUM tracking, performance calculations, and advanced product filters, the marketplace is asset manager’s distribution hub to reach and be discovered by advisors.
A real-time insights platform that helps asset managers grow their business by tracking advisor behavior, platform trends, and strategy performance.
Packages range from base advisor allocation tracking to complete platform views, sales strategy tools, fund usage insights, and prospect identification for targeted engagement.
Choose APIs for full customization, Web Components for speed with flexibility, or the white-labeled UI for an out-of-the-box advisor experience—enabling you to build your platform your way.
RIAs, multi-RIA platforms, broker-dealers, fintech firms, financial institutions, asset managers, and custodians—all looking for scalable, flexible, and efficient managed account infrastructure.
By providing scalable UMA tech, operational efficiency, portfolio flexibility, and compliance support to grow while maintaining autonomy and enhancing advisor productivity.
Integrated compliance, product access, advisor oversight, and modern APIs/web components to enable hybrid workflows and seamless advisor experiences.
With distribution tools, performance reporting, tax overlays, and a custodian-neutral, modular architecture designed for multi-asset portfolio management and enterprise-grade scalability.
A cloud-native managed account technology provider delivering modular, API-first infrastructure to help financial firms build and scale modern managed account programs.
Real-time, sleeve-level portfolio management and trading, tax-aware tools, detailed account-level data, and unified managed account (UMA) support.
Yes, firms can choose between outsourced or in-house trading and reconciliation workflows based on their preferences.
Access to 2700+ strategies from over 375 asset managers, covering long-only, long-short, alternatives, and advisor-traded sleeves, all under a single contract.
Yes, including BillPro for complex billing needs and performance reporting calculations, plus support for custom, white-labeled advisor portals.
Request a demo today to learn how SMArtX can solve your firm’s unique challenges and break the mold of traditional legacy tech.
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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