SMArtX Advisory Solutions
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Florida, United States · 51-200 Employees
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Overview
Headquarters
105 S Narcissus Ave Ste 701, West Palm B...Phone Number
(561) 835-8690Website
www.smartxadvisory.comRevenue
$5.8 MillionIndustry
About SMArtX Advisory Solutions
SMArtX Advisory Solutions offers an award-winning, API-first managed account platform designed to enhance the operations of financial firms, including RIAs, broker-dealers, and asset managers. Their services include a comprehensive suite of tools for portfolio management, billing, tax management, and performance reporting, all aimed at streamlining workflows and improving client experiences. The platform features a Manager Marketplace with access to over 2,700 investment strategies and integrates seamlessly with various custodial platforms. SMArtX's modular technology allows firms to customize their managed account solutions to meet specific business needs.Explore more
SMArtX Advisory Solutions Org Chart
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SMArtX Advisory Solutions Tech Stack
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SMArtX Advisory Solutions offers an award-winning, API-first managed account platform designed to enhance the operations of financial firms, including RIAs, broker-dealers, and asset managers. Their services include a comprehensive suite of tools for portfolio management, billing, tax management, and performance reporting, all aimed at streamlining... Read More
