APIs
Production-Ready APIs—
Built to Integration.
APIs
Why Choose
SMArtX APIs
SMArtX’s APIs support full-platform integration, giving your users instant access to tools for portfolio management, reporting, and investments. Build custom solutions for your fintech team or financial firm backed by the trusted power of the SMArtX platform.
Full Platform
Integration
Leverage all of SMArtX’s features in your existing tech through the power of APIs. Cash management, data analytics, trading tools, model comparison, proposal generation, and more are available at your fingertips and able to be integrated into your technology.
Real-Time Access
To SMArtX’s Features
Calling API endpoints invites SMArtX to send back structured data instantly, giving you and your clients real-time access to a suite of powerful, intelligent investing features whenever you need them.
Powerful Managed
Account Engine
SMArtX provides the core technology that runs managed accounts end-to-end, while you gain the freedom to build custom experiences or interfaces on top of our reliable tech.
Power Your Practice
with SMArtX
Unlock operational efficiency, deliver personalized
client experiences, and grow your business with a
modern managed account platform.