Platform breadth SMArtX offers a cloud-native managed accounts platform with an API-first architecture that supports RIAs, broker-dealers, asset managers, FinTechs, TAMPs, and custodians, presenting cross-sell opportunities to a wide range of financial institutions seeking UMA capabilities and integrated managed accounts.

Extensive marketplace Access to a model marketplace with over 2,700 strategies from more than 375 asset managers under a single contract positions SMArtX as a compelling partner for firms aiming to scale UMA programs quickly and diversify investment options for clients.

Billing and tax tools Advanced billing with BillPro and tax-aware portfolio management create selling points for firms grappling with complex managed account economics and tax optimization, enabling differentiated monetization and improved client outcomes.

Recent integrations Notable partnerships and platform enhancements, including Allspring integration, BlackRock Advisor Center access, and transition analysis tooling, indicate a growing ecosystem and potential for co-marketing and expanded distribution through aligned institutions.

Growth signals Revenue range and ongoing leadership hires such as an EVP of Client Success, plus recent product launches in tax loss harvesting and billing experiences, suggest a scalable, customer-focused trajectory ideal for enterprises seeking to modernize managed account programs.