SMArtX Advisory Solutions
HQ Address
105 S Narcissus Ave, 701, West Palm Beach, FL 33401, United States
Website Address
Business introduction
Managed Accounts Technology Built For Financial Services
A leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry
SMArtX Advisory Solutions is a pioneering unified managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).
Founded by in 2017 and built in-house from the ground up, our award-winning technology provides a platform for firms across the financial services and wealth management industries to run a highly scalable, modular infrastructure catered to their specific operational requirements. SMArtX Advisory Solutions provides a complete solution or supplements existing technologies to provide firms with a modern, streamlined middle and back office operations application.
SMArtX Advisory Solutions Solutions
SMArtX
Registered Investment Advisors (RIA’s) Advisors are hired because they establish a personal relationship with their clients. They create trust, outline their client’s future, and help to guide clients through the best and the worst of times. They are rarely referred to as “the best rebalancer”, “the most efficient trader”, or “King......
business needs
view solutionSMArtY
Designed for advisors, powered by SMArtX SMArtY is the only manager-sponsored strategist platform built to let advisors harness powerful managed-account capabilities, tax-focused investing, and cost-effective investment operations solutions without a hefty price tag. Access TAMP-inspired features Built on the same award-winning platform as SMArtX, SMArtY gives advisors the same UMA access to leading......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
