Unified Managed Accounts Technology
Built For Financial Services
A leading innovator of unified managed accounts (UMA) solutions to modernize legacy managed accounts technology across the financial services industry and architect of the SMArtX Turnkey Asset Management Platform.
SMArtX Advisory Solutions
Modular architecture provides for fully customizable platforms including unique functionality and curated strategy access.
SMArtX enables advisors to create customized multi-strategy portfolios based on specific investment objectives for each client.
Institutional Money Managers
Model marketplace access to over one thousand third-party investment strategies run by the world’s largest asset managers.
Open APIs share data, increasing operational efficiencies by integrating third party vendors of your choice to customize your platform to meet your needs.
Access a full technology suite of award-winning features to reduce investment operations and free up more time in the day.
Automated functionality monitors portfolios, automatically builds trades, and notifies the client for one click approval.
Maximize opportunities in volatile markets and reduce dispersion between accounts. No trading windows, no cutoffs.
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