Our comprehensive suite of technology solutions provides a wealth of features for advisors, asset managers, custodians, and more. Unsure which platform is right for your needs? Learn about the specific features offered across our tools below, then request a demo to see how they can simplify your firm’s workflow.
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded,…
Designed for the modern wealth enterprise, SMArtX AI Tools help teams accelerate workflows, uncover opportunities, and turn data into strategic advantage.
Gain actionable insights into advisor activity, product adoption, flows, and platform positioning. SMArtX Analytics…
Enterprise-grade APIs provide real-time access to SMArtX portfolio management, reporting calculations, and investment…
Track deposits, withdrawals, and transfers automatically with BillPro’s true-up system. Eliminate manual adjustments…
BillPro simplifies enterprise billing and fee management with automated workflows, flexible configuration, and scalable processing designed for modern wealth management operations.
Facilitate deposits, withdrawals, and systematic contributions. SMArtX supports actions like RMDs and dollar-cost…
Normalize custodial, asset manager, and other data sources. Automate reconciliation and generate standard or custom…
Exclude or substitute securities at the account level without disrupting overall portfolio management. SMArtX lets…
Create flexible fee schedules with scenario-based overrides for different client segments or account types. Apply…
Out-of-the-box, private-label front-end platform delivering a complete managed account solution. Intuitive,…
Establish standardized fee schedules at enterprise, rep, account, or sleeve levels. BillPro ensures efficient, precise…
Access 2,700+ strategies from 375+ asset managers in one integrated marketplace. Evaluate third-party models,…
Match existing model holdings to SMArtX strategies to accelerate transitions and reduce research time. Maintain…
Combine third-party products and calculate performance net of fees to generate client-ready proposals. SMArtX…
The SMArtX Rebalancer combines intelligent automation with flexible portfolio controls to help advisors manage drift, execute trades efficiently, and scale personalized investment management.
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component…
Automate tax-loss harvesting at scale across households and accounts. SMArtX schedules events, prevents wash-sale…
Transition client assets into new strategies in a tax-efficient manner. SMArtX helps minimize the tax impact of moving…
SMArtX automatically analyzes accounts for trading opportunities such as cash imbalances or positions out of tolerance.…
Modular, production-ready micro-frontends embed workflows like trading, rebalancing, and model marketplace access.…
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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