Modern Tech. Fit for Your Firm
Scalable, flexible solutions designed to meet your firm’s workflow and investment needs.
Firms
Independent RIAs
SMArtX empowers independent RIAs to streamline operations, scale efficiently, broaden investment options, and deliver personalized client experiences.
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RIA Aggregators
Grow with confidence when consolidating RIAs. SMArtX equips advisors with flexible UMA infrastructure, diverse trading models, and advanced portfolio tools—helping your firm stay competitive and scale seamlessly.
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Broker-Dealers
SMArtX supports efficient trade processing, robust oversight, advisor tools, and flexible hybrid operating models, helping licensed firms manage products and compliance effectively.
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FinTech Firms
Partner with SMArtX to expand your technology offerings, integrate managed account capabilities, and deliver more value to advisors, platforms, and managers.
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Enterprise Wealth
Large institutions offering full-service wealth management leverage SMArtX to handle complex organizational needs, multiple asset classes, and deliver seamless client experiences.
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Asset Managers
SMArtX helps firms managing investment products gain visibility among advisors, simplify distribution, and streamline portfolio operations.
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Custodians
Firms holding client assets and providing infrastructure rely on SMArtX as an operational backbone for integrations and scalable workflows.
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SMArtX helps independent RIAs, broker-dealers, banks, trust companies and insurance streamline operations, scale efficiently, expand investment access, and deliver personalized client experiences.
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with SMArtX
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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