Smartx Advisory Solutions

SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions. The platform is built to serve RIAs, broker-dealers, asset managers, FinTech firms, TAMPs, and custodians by providing infrastructure that integrates managed account capabilities into existing workflows. Through its API-first architecture and modular web components, SMArtX allows firms to incorporate managed account functionality with flexibility. The platform supports real-time, sleeve-level portfolio management and trading, offering detailed account-level data that helps enhance operational transparency. Firms can choose between outsourced or in-house trading and reconciliation workflows. SMArtX’s model marketplace includes more than 1,500 strategies from over 325 asset managers, available under a single contract structure. It also accommodates a wide range of investment vehicles- such as long-only, long-short, alternatives, and advisor-traded sleeves- within a unified managed account (UMA) framework. The billing engine, BillPro, provides enterprise-focused customization to address the complex billing requirements associated with managed accounts. Additional features include tax-aware portfolio management, performance reporting, and support for custom, white-labeled user interfaces. SMArtX Advisory Solutions offers technology that financial firms can use to build and manage scalable managed account programs, while supporting transparency, operational efficiency, and integration with existing systems.