Firms

Enterprise Wealth

Institutional-Grade Technology for Banks, Trust Companies & Insurance Firms

Banks, trust companies, and insurance firms rely on SMArtX to power multi-asset portfolios, accelerate workflows, and maintain strict oversight across large books of business. Our modular, API-first infrastructure integrates easily into existing systems and adapts to enterprise operating models.

SMArtX helps institutions deliver faster, more powerful wealth management capabilities while reducing IT overhead and operational friction.

Enterprise-Grade Wealth Management, at Scale

SMArtX helps Enterprise Wealth Firms streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.

Sophisticated Portfolio
Solutions

Handle complex, multi-strategy portfolios with UMA architecture, sleeve-level reporting, and customizable fee schedules designed for institutional need

Configurable Infrastructure

Use developer-friendly APIs, modular components, and white-label interfaces to tailor the platform to your enterprise environment and maintain a consistent client experience.

Solutions for Enterprise Wealth Firms

We offer comprehensive solutions for Enterprise Wealth Firms

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.

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BillPro

A flexible billing engine built for complex institutional fee arrangements. Automate hierarchical fee schedules, customized billing cycles, bundled/unbundled fees, and on-demand reporting.

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Manager Marketplace

Directly integrate manager and model access into your own user experience—delivering 2,700+ strategies through a single, unified marketplace with no separate contracts or platforms to manage.

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Why Institutions Choose SMArtX

SMArtX helps Enterprise Wealth firms streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.

Enterprise-Grade Support

Support thousands of accounts, multi-line programs, and intricate investment structures—all from a unified cloud-native platform.

Multi-Disciplinary Solutions

Serve wealth, trust, retirement, and institutional programs simultaneously with technology that adapts to the way your firm operates.

Secure Technology

SMArtX meets strict enterprise standards with encrypted data, robust monitoring tools, and supervisory controls.

Scalable Growth

Automated workflows and modular capabilities keep operations efficient—even as your clients, programs, and assets under management grow.

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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