Advisor Brochure

SMArtX’s managed accounts technology is utilized by investment professionals across the industry.  Advisors streamline investment operations, broker-dealers construct home office based investment platforms, banks modernize their investment solutions, and more. SMArtX can be customized to meet your objectives, either through a completely customized managed accounts platform or through our off the shelf turnkey asset management platform.  Learn more about how our technology can help your business.