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
Custom Technology
SMArtX enables advisors to create customized multi-strategy portfolios based on specific investment objectives for each client.
Modular Infrastructure
Modular architecture provides for fully customizable platforms including unique functionality and curated strategy access.
Institutional Money Managers
Model marketplace access to hundreds of third-party investment strategies run by the world’s largest asset managers.
Open APIs
Open APIs share data, increasing operational efficiencies by integrating third party vendors of your choice to customize your platform to meet your needs.
TAMP Functionality
Access a full technology suite of award-winning features to reduce investment operations and free up more time in the day.
Automated Rebalancer
Automated functionality monitors portfolios, automatically builds trades, and notifies the client for one click approval.
Continuous Trading
Maximize opportunities in volatile markets and reduce dispersion between accounts. No trading windows, no cutoffs.
Upcoming Events
Click Below for More Information
Join SMArtX Advisory Solutions as we participate in events, feature in industry-wide webinars, and forge a new path in managed accounts solutions.
May 16-18, 2022 Chicago, IL
Sept. 8, 2022 New York, NY
Sept. 11-14, 2022 Huntington Beach, CA
Oct. 19-21, 2022 Nashville, TN