Independent RIAs
Modern Wealth Management Solutions, Built for Your Growth
Why RIAs Choose SMArtX
SMArtX helps RIAs streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
Scale
Automate repetitive tasks and focus on growing your business.
Efficiency
Reduce manual trading and workflows with automated performance tracking, tax transitions, and model comparisons.
Independence
Retain full control over technology, investments, and business models with an open-architecture platform and custodian flexibility.
Solutions for RIA’s
We offer a comprehensive solution for
registered investment advisors and RIA aggregators.
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
SMArtX helps RIAs streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
Scalable Tech
Our platform grows with your firm, whether you manage 1,000s or 1,000,000s of portfolios.
Seamless Integration
Direct integrations, APIs, and web components connect SMArtX to CRMs, custodians, reporting tools, and other systems.
Operational Efficiency
Automate workflows to save time, grow your business, enhance services, and stay in control.
Investment Access
Access custom, sponsored, and 2,700+ off-the shelf institutional-grade strategies.