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SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA aggregators. The platform provides a single interface to access and manage traditional, alternative, and direct index investment strategies through a unified managed accounts (‘UMA’) structure.

The platform’s advanced technology enables wealth advisors to incorporate third party strategies with internal strategies in fully customized portfolios which are easily managed utilizing our Advisor as a PM, portfolio builder, drift management, and rebalancer tools.

Smartx Advisory
  • Institutional Money Managers
  • Custom Portfolios
  • Research
  • White-Label Functionality
  • Intra-Day Allocations
  • Live Reporting
  • Tax Reporting
Smartx Advisory

Companies that integrate with SMArtX Advisory Solutions

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.

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Smartx Advisory

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