Objective of this page is to provide individuals the basics of SMArtX.
What is SMArtX
SMArtX is a cloud-native. unified managed account platform that simplifies investment operations, helping advisory firms scale efficiently and deliver better client outcomes.
Key highlights include:
Manager Marketplace – Access curated strategies from leading asset managers, giving advisors flexibility in portfolio construction.
Proposal & Analysis Tools – Analyze holdings, identify overlap, and minimize unnecessary trades to reduce tax impact. Save proposals as targets and apply them across accounts for consistent execution.
Account Infrastructure & Sleeves – A sleeve-based structure lets multiple strategies run within a single account, while protecting legacy holdings and managing cash flows with precision.
Rebalancing & Advanced Capabilities – Automated rebalancing keeps portfolios aligned, with built-in tools for tax loss harvesting, transitions, and cash flow management.
Ultimately, SMArtX is designed to deliver precision, scalability, and control—empowering advisors to operate more efficiently and improve client outcomes.
Who Does SMArtX Support
Wealth Management Platform for the Enterprise & Firm
Turnkey technology. Branded experience. Built for scale.
SMArtX Helps
ENTERPRISE
SMArtX helps streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.
FIRM-
RIAs:
Asset Managers:
Custodians:
Broker Dealers:
FinTech Firms:
Banks, Trust Companies, Insurance:
Summary
SMArtX is a flexible managed account solution for modern wealth management.
Used to streamline YOUR workflows, simplify YOUR portfolio management, and future-proof YOUR practice.
It's a tool that fits around YOUR OPERATION
vs.
you having to change to fit the model