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Managed Accounts Technology 

Built For Financial Services

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

Built from the ground up, SMArtX streamlines, automates, scales, and simplifies the investment management of client portfolios with modern, cloud-based technology applications.

SMArtX Advisory Solutions

Upcoming Events

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

MMI Summit

T3 Advisor/Enterprise Conference 

Morningstar Investment Conference

March 24-25, 2022    Ft. Lauderdale, FL

May 2-5, 2022            Denton, TX

May 14-16, 2022        Chicago, IL