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.
Learn more about how we work with:
SMARTX WORKS WITH SOME OF THE INDUSTRY’S LARGEST FIRMS
SMARTX TRADES DIRECTLY WITH 6 DIFFERENT CUSTODIAL SOLUTIONS AND THROUGH ITS ORDER MANAGEMENT SYSTEM (OMS) CAN ACCESS ALMOST ANY FIRM
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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.
MMI Emerging Managers
May 11-12, 2023 Denver, CO
May 31-June 2, 2023 Tampa, FL
June 6-8, 2023 Orlando, FL