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Click to View The Winners of the 2023 SMArtX X Awards 

Unified Managed Accounts Technology

Built For Financial Services

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

SMArtX uniquely builds unified 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. 
 
 

Learn more about how we work with:

RIAs
Broker Dealers
Enterprise Solutions
Asset Managers

SMARTX WORKS WITH SOME OF THE INDUSTRY’S LARGEST FIRMS

SMARTX TRADES DIRECTLY WITH 6 DIFFERENT CUSTODIAL SOLUTIONS AND THROUGH ITS ORDER MANAGEMENT SYSTEM (OMS) CAN ACCESS ALMOST ANY FIRM

SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

by | May 31, 2023 | Press Release | 0 Comments

The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified...
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SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms

by | May 4, 2023 | Press Release | 0 Comments

Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform. WEST PALM BEACH, Fla., May 4, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
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5 Key Characteristics of RIA Billing Software

by | April 19, 2023 | White Papers | 0 Comments

Whether you are billing monthly in arrears or quarterly in advance, creating unique sleeve, account, and household level fee structures, or sharing account revenue with other advisors, billing can be complicated - but it doesn't have to be. Finding the right product...
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Third Annual SMArtX “X” Awards Announces Winners, Recognizes Asset Management Excellence

by | April 11, 2023 | Press Release | 0 Comments

Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., April 11, 2023 -- SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified...
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SMArtX UMA Platform Surges with the Addition of 54 Strategies

by | April 5, 2023 | Press Release | 0 Comments

Industry Behemoths Invesco Advisers, J.P. Morgan Asset Management, and T. Rowe Price Associates, Inc. Continue to Add Strategies  WEST PALM BEACH, Fla., April 5, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA)...
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SMArtX Advisory Solutions Expands its Select Manager List

by | March 14, 2023 | Press Release | 0 Comments

SMArtX Experiences Unprecedented Growth as Assets Approach $30 Billion WEST PALM BEACH, Fla., March 14, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX Turnkey Asset Management...
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ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform

by | March 7, 2023 | Press Release | 0 Comments

Alpha Vee, Capital Research and Management Company, and Principal Global Investors Expand their Presence with Additional Strategies  WEST PALM BEACH, Fla., March 7, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed...
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Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform

by | February 6, 2023 | Press Release | 0 Comments

SMArtX Billing Continues to Expand as Billed Assets Approach $10 Billion  WEST PALM BEACH, Fla., February 7, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...
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Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?

by | January 18, 2023 | Series | 0 Comments

Most firms are not aware of how much revenue is lost by inaccurate billing. It’s why SMArtX built our own billing application for firms who use our platform or for those just looking for a flexible, accurate, and customizable billing solution.  The Advantages are...
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SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform

by | January 5, 2023 | Press Release | 0 Comments

SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11% WEST PALM BEACH, Fla., January 5, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the...
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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.

MMI Emerging Managers

Synergy

Pershing Insite

May 11-12, 2023             Denver, CO

May 31-June 2, 2023     Tampa, FL

June 6-8, 2023              Orlando, FL

Find Out More About the SMArtX 2023 Virtual Awards