SMArtX seamlessly connects with industry-leading custodians, data providers, and technology platforms to give firms maximum flexibility and efficiency. Link your existing custodial accounts from major firms like Fidelity and Charles Schwab directly to SMArtX for management and UMA access, or amplify the features of full-scale advisor dashboards for faster reporting, analytics, and execution.
Manage complex investment portfolios with Addepar’s multi-product software and SMArtX’s sleeve-level performance calculations.
AdvisorEngine’s deep partnership with SMArtX enables powerful, tax-smart unified managed account (UMA) capabilities.
SMArtX leverages its integration with AWS Marketplace to deliver scalable, cloud-native managed accounts technology with streamlined enterprise procurement, secure infrastructure, and seamless platform scalability.
ByAllAccounts syncs AXOS Clearing data with SMArtX to deliver real-time, cohesive data management.
Leverage SMArtX’s investment data combined with BlackDiamond’s cloud-native features for a total reporting experience.
Elevate portfolio analysis from a performance, risk, and cost perspective through the combined power of SMArtX and BlackRock’s Advisor Center.
Sync ByAllAccounts data with SMArtX insights for real-time, cohesive data management.
Sync ByAllAccounts data with SMArtX insights for real-time, cohesive data management.
Seamlessly manage Charles Schwab custodial accounts with SMArtX’s API-driven custody integration.
FCCS is one of our largest custodial relationships. We give FCCS clients direct access to turnkey managed account solutions.
Directly integrate First Clearing accounts with SMArtX solutions to simplify account setup, trade execution, and daily reconciliation
Integrate Flyer Financial Technologies’ cloud-based management features with SMArtX’s trading efficiency capabilities
Independent financial advisors who currently use Goldman Sachs Advisor Solutions can leverage streamlined features from SMArtX.
ByAllAccounts syncs Lincoln Financial’s data with SMArtX to deliver real-time, cohesive data management.
ByAllAccounts syncs Nationwide’s data with SMArtX to deliver real-time, cohesive data management.
ByAllAccounts syncs Pacific LIfe’s data with SMArtX to deliver real-time, cohesive data management.
ByAllAccounts syncs Pontera’s data with SMArtX to deliver real-time, cohesive data management.
Access Raymond James accounts with built-in connectivity for reporting, billing, and trade automation.
Connect your UMA strategies with Fusion, TradePMR’s advisor-centric custody and operational hub.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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