FinTech Firms
Modern Infrastructure. Seamless Integration. Scalable Growth.
Why Fintech Firms Choose SMArtX
Future-Ready Technology
Cloud-native architecture grows with your firm and supports a wide range of investing features for clients.
Seamless Integrations
Choose which APIs and web components to embed for a customized, connected interface.
Solutions for Fintech 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.
Core Benefits
Modernize Workflows
Streamline operations and automate trading, rebalancing, billing, and reporting in a single, scalable platform.
Connect Ecosystems
APIs and web components integrate seamlessly with your existing technology—expand your offerings without replacing your stack.
Enhance Productivity
Reduce manual work, improve operational efficiency, and free your team to focus on client growth and experience.