SMArtX Advisory Solutions Email Format

Financial ServicesFlorida, United States51-200 Employees

SMArtX Advisory Solutions provides a cloud-native platform based in West Palm Beach, Florida, that enables financial institutions to operate managed account programs within existing workflows. Its target customers include RIAs, broker-dealers, asset managers, FinTech firms, TAMPs, and custodians seeking integrated managed account capabilities. The platform emphasizes real-time, sleeve-level portfolio management and detailed account-level data to enhance operational transparency.

Users can choose outsourced or in-house trading and reconciliation, and the solution supports a wide range of investment vehicles within a unified managed account framework. Its BillPro billing engine, tax-aware portfolio management, and performance reporting address complex enterprise needs, while the model marketplace features more than 1,500 strategies from over 325 asset managers under a single contract. A recent development includes Automated Tax Loss Harvesting enhancements launched in October 2025, signaling ongoing platform evolution.

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