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Unified Managed Accounts Technology

Built For Financial Services

A leading innovator of unified managed accounts (UMA) solutions to modernize legacy managed accounts technology across the financial services industry and architect of the SMArtX Turnkey Asset Management Platform.

SMArtX uniquely builds unified managed accounts solutions  by leveraging its cloud-based technology, micro-services infrastructure, and APIs to simplify the investment management process for enterprise and advisory clients.

SMArtX Advisory Solutions

Upcoming Events

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Join SMArtX Advisory Solutions as we participate in events, feature in industry-wide webinars, and forge a new path in managed accounts solutions.

Jan. 23-25, 2023        Palm Desert, CA