Smartx Advisory Solutions

Smartx Advisory Solutions company information, Employees & Contact Information

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.

Company Details

Employees
101
Founded
-
Address
105 S. Narcissus Ave,
Phone
(561) 835-8690
Email
sa****@****ory.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
West Palm Beach, Florida
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News

SMArtX Advisory Solutions Expands Manager Marketplace with 24 New Strategies from Eight Leading Asset Management Firms - Business Wire

SMArtX Advisory Solutions Expands Manager Marketplace with 24 New Strategies from Eight Leading Asset Management Firms Business Wire

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace - PR Newswire

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace PR Newswire

SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from Eight Leading Asset Management Firms - The Wealth Advisor

SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from Eight Leading Asset Management Firms The Wealth Advisor

SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers - FinTech Futures

SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers FinTech Futures

SMArtX Advisory Solutions Releases 2025 Annual Outlook - FinTech Futures

SMArtX Advisory Solutions Releases 2025 Annual Outlook FinTech Futures

SMArtX Advisory Solutions Welcomes Allspring Global Investments to SMArtY Platform - Business Wire

SMArtX Advisory Solutions Welcomes Allspring Global Investments to SMArtY Platform Business Wire

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management - PR Newswire

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management PR Newswire

SMArtX Advisory Solutions Releases Long Term Outlook - The Wealth Advisor

SMArtX Advisory Solutions Releases Long Term Outlook The Wealth Advisor

SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms - The Wealth Advisor

SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms The Wealth Advisor

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