Managed Accounts Technology 

Built For Financial Services

A leading innovator of technology solutions to modernize legacy managed accounts infrastructure across the financial services industry and architect of the SMArtX Turnkey Asset Management Platform.

Built from the ground up, SMArtX streamlines, automates, scales, and simplifies the investment management of client portfolios with modern, cloud-based technology applications.

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.

Sept. 29-30, 2022      Austin, TX

Oct. 9-12, 2022          Orlando, FL

Oct. 12-14, 2022         Cape Coral, FL

Oct. 13-16, 2022         Reykjavik, Iceland

Oct. 19-21, 2022         Palm Beach Gardens, FL

Oct. 19-21, 2022         Nashville, TN

Nov. 1-3, 2022             Denver, CO

Nov. 9-11, 2022           Naples, FL