SMArtX is a cloud‑native, API‑first UMA platform designed to deliver flexibility at scale. Its modular, custodian‑neutral architecture powers real‑time, sleeve‑level portfolio management—trading, rebalancing, tax overlays, performance reporting, and an integrated investment marketplace—all in one platform.
Built to meet your needs today. Designed to evolve with you tomorrow.
Technology to Scale your Growth
Simplify complex billing arrangements with transparent, customizable fee schedules. BillPro produces precise files to support debiting, reporting, and compliance, giving custodians better data and operational control.
Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
Request a Demo
