SMArtX Advisory Solutions

SMArtX Advisory Solutions is a West Palm Beach, Florida-based company specializing in providing turnkey asset management solutions for financial advisors. The firm employs 14 individuals and generates annual revenue of $1 million. SMArtX Advisory Solutions offers a comprehensive platform that grants advisors access to a variety of investment strategies, encompassing traditional, alternative, and index options, all accessible through a unified managed account (UMA) structure. Their platform also includes SMArtX, a fully integrated UMA platform by SS&C Advent, designed for clientele using Axys, APX, and Black Diamond. The platform boasts a suite of features aimed at streamlining wealth management, such as real-time portfolio valuation, real-time sleeve-level performance reporting, intra-day allocation tools, and an "Advisor as a PM" tool for customized portfolio deployment across multiple client accounts. Additional features include rebalancing and drift management capabilities to maintain pre-set allocations, and entirely digital hosted client account opening functionality. SMArtX also provides DEPLOY, an outsourced SMA solution catering to investment managers seeking to expand their SMA offerings and dual-contract business. For more information or inquiries, visit SMArtX Advisory Solutions online at smartx.us.