SMArtX Advisory Solutions is a leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry.

SMArtX Manager Marketplace
  • Off-the-shelf TAMP offering built using SMArtX’s proprietary UMA technology.
SMArtX Rebalancer
  • Power advisor decision-making with advanced analytics and the SMArtX Tax Impact Calculator.
Cash Management Application
  • Quickly raise cash for withdrawals and manage deposits for client accounts.