“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give advisors and their clients access to world-class investment solutions and award-winning managed accounts technology to deliver superior outcomes at no cost, which means everyone wins.”
SMArtY offers financial advisors free access to many of the robust features of the SMArtX TAMP including an AI portfolio construction tool, cash management tools, tax impact, and tax harvesting technology. SMArtY is an entirely free wealth management platform providing access to models’ within a UMA structure and automating an advisor’s account management workflow, enabling financial advisors to focus more on other revenue-producing activities.
Read more about SMArtY in this article from FinancialPlanning.
“The creation of SMArtY leverages managed accounts technology that helps advisors scale their business, and offers it in a simple, straight-forward, free solution. It is a testament to the true flexibility and power of building a managed accounts technology firm from the ground up,” remarked Jonathan Pincus, President & COO.
The SMArtY platform will continue to expand its roster of asset managers and features over the summer of 2023. To learn more about SMArtY and sign up for the waitlist HERE.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com
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