Asset Managers
Drive Your Product Distribution
Powerful Distribution Technology for Asset Managers
Sophisticated Insights
Institutional-grade analytics provide clear insights into strategy performance and advisor adoption, enabling smarter distribution decisions.
Configurable Distribution
Flexible solutions adapt to your business, from white-label delivery to custom model sleeves and tailored investment restrictions.
Solutions for Asset Managers
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.
BillPro
Simplify complex fee arrangements with precise, automated billing. Consolidate billing across clients and strategies while accessing real-time updates.
Analytics
Gain full visibility into your book of business. Track advisor activity, platform positioning, top prospects, and product adoption to uncover growth opportunities.
Manager Marketplace
Directly distribute your strategies to SMArtX’s advisor network through one integrated platform—streamline account management and reach advisors faster.
Core Benefits
SMArtX helps Asset Managers streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
Product
Access
Offer a diversified selection of 2,700+ 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.