Front End Solutions
Turnkey Managed Account Technology
—Ready Day One.
Frontend Solutions
Why Choose
SMArtX Front Ends
SMArtX Front End Offerings deliver a fully built managed account platform with no development required. Launch quickly, streamline operations immediately, and rely on SMArtX to handle updates and enhancements over time.
Private-Label Front-
End Platform
Deliver a platform that
looks and feels like your
firm. Apply your branding,
colors, and visual identity—
SMArtX remains behind the scenes.
End-to-End Managed
Account Solution
SMArtX supports tax
management, proposals, trading,
and reporting out of the box—so
advisors can operate immediately.
No Development
Required
Rely on SMArtX to
manage infrastructure,
updates, and ongoing
enhancements behind the scenes.
Core Benefits
Turnkey technology. Branded experience. Built for scale.
Fast, turnkey
deployment
Launch a fully functional
managed account platform
quickly.
Complete
functionality:
Automate proposals, rebalancing,
trading, and billing once connected—
reducing manual processes and overhead.
Consistent, advisor-
friendly experience:
Provide an intuitive, advisor-
friendly interface across
workflows.
Power Your Practice
with SMArtX
Unlock operational efficiency, deliver personalized
client experiences, and grow your business with a
modern managed account platform.