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A leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry.
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
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.
Our enterprise billing solution meets the demands of the most complex structures, with customization from the firm down to the sleeve level.
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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.