SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning innovator in unified managed accounts (UMA) technology. Its unique technology solutions power some of the advisory industry's largest firms, providing streamlined options to reduce the operational burden of investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, offering clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf solution for advisors seeking a wider selection of investment products and ease of use, while automating investment processes and simplifying the everyday tasks of managing client accounts.