SMArtY, the neW TAMP platforM, has launched – Click to Learn More

Managed Accounts Technology

Built For Financial Services

A leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry. 

SMArtX uniquely builds 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.

SMArtY is our new manager-sponsored strategist platform, designed for advisors seeking simple investment tools, outsourced investment management, and tax efficient trading. 

SMArtX Advisory Solutions

Upcoming Events

Click Below for More Information

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

Citywire RIA – Austin

MMI Annual Conference

Schwab IMPACT®

Citywire RIA – Miami

September 28, 2023  Austin, TX

October 11, 2023  Austin, TX

October 24, 2023  Philadelphia, PA

December 5, 2023  Miami, FL