SMArtX Advisory Solutions

www.smartxadvisory.com

SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.

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SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.

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Country

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State

Florida

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City (Headquarters)

West Palm Beach

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Founded

2014

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Engineering Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Lead Software Engineer

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    Phone (***) ****-****
  • Technical Lead | Backend Software Engineer

    Email ****** @****.com
    Phone (***) ****-****
  • Trade Operations Team Lead

    Email ****** @****.com
    Phone (***) ****-****

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