About SMArtX

SMArtX Advisory Solutions is a pioneering unified managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).

Founded by in 2017 and built in-house from the ground up, our award-winning technology provides a platform for firms across the financial services and wealth management industries to run a highly scalable, modular infrastructure catered to their specific operational requirements.  SMArtX Advisory Solutions provides a complete solution or supplements existing technologies to provide firms with a modern, streamlined middle and back office operations application.

Learn more about how SMArtX can work specifically for you. Visit Our Solutions and Resources pages for more information.


Core Values | Philosophy

We set out to build a firm that changed an industry with ground-breaking functionality.  SMArtX started with an industry that was content with its status quo, and reinvented how firms use, operate, and administer managed accounts.

Little did we know at the time how far our technology would go.

  • Innovation.
  • Hard Work.
  • Confidence.
  • Perseverance.
  • A Little Bit of Luck.

Custodial Relationships

SMArtX works with multiple custodians to facilitate streamlined investment management operations, customized managed account solutions, and turnkey distribution platforms for its clients.

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