SMArtX Advisory Solutions

SMArtX Advisory Solutions is a leading innovator in managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry. They specialize in building cloud-based managed accounts solutions that leverage micro-services infrastructure and APIs to simplify the investment management process for enterprise and advisory clients. SMArtX's technology offers a range of features including automated rebalancing, continuous trading, and tax-efficient investment strategies.

One of SMArtX's key offerings is SMArtY, a manager-sponsored strategist platform designed for advisors seeking simple investment tools, outsourced investment management, and tax-efficient trading. The platform provides access to a diverse range of model portfolios from leading asset managers, along with a suite of tools for portfolio construction, trading, billing, and tax services. SMArtX is committed to providing its clients with a tailored experience, offering both off-the-shelf TAMP solutions and customizable platforms built to meet specific needs.

SMArtX Advisory Solutions is a leading innovator in managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry. They uniquely build managed accounts solutions by leveraging cloud-based technology, micro-services infrastructure, and APIs to simplify the investment management process for enterprise and advisory clients. Their mission is to empower financial advisors to focus on client relationships and business growth by providing sophisticated and customizable technology that automates trading, rebalancing, and tax optimization, while offering a curated marketplace of investment strategies from top asset managers.

SMArtX Advisory Solutions promotes a culture of innovation, hard work, confidence, and perseverance. They are committed to changing the industry with their groundbreaking technology and are proud of the forward-thinking approach they take to managed accounts. This innovative spirit is fostered by their team, who are dedicated to delivering a modern, streamlined experience for clients.