Flexible Managed Account Solutions for Modern Wealth Management

Streamline workflows, simplify
portfolio management, and future-
proof your practice with SMArtX

Automate Your Managed Accounts Workflow

Manual trading, monitoring, and rebalancing slowing you down?

SMArtX’s UMA platform streamlines workflows and boosts efficiency. Asset managers gain smarter distributions, while advisors enjoy tools that simplify every step of client management.

SMArtX Platform

Modern Infrastructure for the Future
of Wealth Management

Modern Infrastructure for the Future of Wealth Management

SMArtX is a cloud-native, custodian-neutral UMA platform that centralizes trading, rebalancing, tax overlays, reporting, and investment access. Use the SMArtX interface out of the box—or integrate via APIs and web components into your existing tech stack.

Learn More

BillPro

Better Data. Better Control. Better
Decisions.

BillPro is a modern, customizable billing engine designed for institutional wealth management firms. It handles complex fee arrangements with precision, replacing manual payment processes with a seamless, transparent billing experience that builds client trust and supports scalable growth

Bill smarter, faster, and with complete confidence

Learn More

Turnkey Asset Management Platform

Redefining the Future of TAMP Technology

SMArtX delivers a modern TAMP and UMA platform that empowers advisors and enterprises to streamline portfolio management, scale efficiently, expand investment access, and deliver personalized client solutions through an open-architecture ecosystem.

Learn More

Manager Marketplace

Expand Your Reach

Leverage our curated platform of third-party investment managers and strategies directly within the SMArtX interface. Gain access to a wide range of model portfolios, SMAs, and trusted strategies to streamline portfolio distribution and investment allocation.

2,700+ investment strategies from over 375 world-class managers

Learn More

Manager Analytics

Drive Your Distribution.

SMArtX Analytics gives asset managers powerful insights to grow their businesses. 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.

Track product adoption, top prospects, platform positioning, and more

Learn More