SMArtX - Company Profile

Managed accounts technology innovator modernizing financial services with cloud-based solutions. The company offers solutions designed to modernize outdated legacy technologies across the financial services industry. It uniquely builds managed accounts solutions by leveraging its cloud-based technology, micro-services infrastructure, and APIs to simplify the investment management process for enterprise and advisory clients. The platform is designed for advisors seeking simple investment tools, outsourced investment management, and tax efficient trading. Modular architecture provides for fully customizable platforms including unique functionality and curated strategy access. It enables advisors to create customized multi-strategy portfolios based on specific investment objectives for each client. Model marketplace access to third-party investment strategies run by asset managers. Open APIs share data, increasing operational efficiencies by integrating third party vendors. Access a technology suite of features to reduce investment operations. Automated functionality monitors portfolios, automatically builds trades, and notifies the client for approval. Continuous Trading maximizes opportunities in volatile markets. The enterprise billing solution meets the demands of complex structures, with customization.