ANNOUNCING: A brand new look is coming to the SMArtX website October 1st, 2020!

Manager benefits

SMArtX Advisory Solution’s platform provides investment managers with a highly scalable, turnkey distribution platform, enabling access to investors around the world through model portfolio delivery.


Our technology also supports the DEPLOY program, a fully outsourced SMA solution to handle the day-to-day operations of your SMA business.

SMArtX is open to any registered investment advisor and broker/dealer firm. The current market environment is quite sizable.

Source: RIA Database


What Makes Us Different for Managers?

Whenever SMArtX receives a portfolio update, our systems will immediately trade the portfolio on a best efforts basis. This help to maintain the integrity of the investment strategy and decrease dispersion among accounts.
Low Turnover Strategies

Our simple Manager Dashboard shows the strategy’s intra-day portfolio allocation that can be adjusted with a simple entry and two-step verification process.

High Turnover Strategies

For strategies that trade more frequently, SMArtX has the ability to automatically receive trade information directly from an investment firm’s broker/dealer and/or execution platform, which is then automatically re-scaled and executed by our systems to create a model portfolio updated intra-day.

The DEPLOY program streamlines middle and back office operations to lower the burden of running SMAs.  Investment firms use a single dashboard to make portfolio adjustments, and trades are implemented across all linked SMAs, regardless of the custodian, to facilitate the effective, intra-day representation of the investment portfolio. The program features:

Hosted client onboarding

Single sign on

Trade rotation

White label reporting and user interface

Trade execution

Automated billing

Trade reconciliation and handling trade breaks

GIPS/client reporting



Contact Us to Offer Your Strategy on SMArtX.

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105 South Narcissus Avenue, Suite 701
West Palm Beach, FL 33401