Independent Broker/Dealers (IBDs)

The broker/dealer industry has seen a core shift from a commission-based to fee-based business. This has created opportunities for broker/dealers to build institutional platform offerings centered around providing advisors with a premier technology solution at scale across all aspects of their business.

As a managed accounts technology firm, SMArtX builds customized investment platform solutions. Each platform can be fully white-labelled to maintain brand awareness and curated to create a unique experience for advisors. B/Ds can add their own internal strategies for turnkey distribution, structure fees to reflect the value-add they provide to their advisors, and more.  Contact us to learn more.