SMArtY, the neW TAMP platforM, has launched – Click to Learn More

Managed Accounts Technology

Built For Financial Services

A leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry. 

SMArtX uniquely builds managed accounts solutions by leveraging its cloud-based technology, micro-services infrastructure, and APIs to simplify the investment management process for enterprise and advisory clients.

SMArtY is our new manager-sponsored strategist platform, designed for advisors seeking simple investment tools, outsourced investment management, and tax efficient trading. 

SMArtX Advisory Solutions

Upcoming Events

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Join SMArtX Advisory Solutions as we participate in events, feature in industry-wide webinars, and forge a new path in managed accounts solutions.

T3 Conference

FSI OneVoice 2024

Exchange ETF Conference

2024 RFG Advisory Retreat

MMI 2024 Summit 

January 23, 2024  Las Vegas, NV

January 29, 2024  Orlando, FL

February 11, 2024  Miami, FL

March 11, 2024  Naples, FL

March 13, 2024  Miami, FL