SMArtX Advisory Solutions

SMArtX Advisory Solutions

SMArtX Advisory Solutions launched in 2018, established by an unpublicized group of technologists and wealth management operators. The firm operates from West Palm Beach, Florida, building cloud-native managed accounts technology for registered investment advisers, broker-dealers, asset managers, and custodians. The founding thesis targeted the operational drag of legacy TAMP systems by offering an open-architecture, modular platform that firms can adopt wholesale or integrate component-by-component via APIs and embeddable web components. The platform anchors on a unified managed account framework that supports multi-strategy portfolios, custom allocations, and tax-aware sleeves. SMArtX offers an institutional investment marketplace, sleeve-level performance reporting, and automated tools including a tax-impact rebalancer and tax transition engine. Its billing module, BillPro, handles complex institutional fee arrangements. The firm integrates with a wide custodial and technology ecosystem, including Goldman Sachs Advisor Solutions, Fidelity Clearing & Custody Solutions, Charles Schwab, BNY Mellon | Pershing, AdvisorEngine, Addepar, Black Diamond, Raymond James, and TradePMR. Its strategy extends to held-away retirement accounts through a Pontera integration. The firm's team size is undisclosed. In May 2026, SMArtX had not publicly released headcount or assets under administration figures. It maintains its sole office in West Palm Beach and has not disclosed adjacent philanthropic or operating vehicles. The platform is available through the AWS Marketplace, and the firm white-labels its front-end UI for firms that prefer an out-of-the-box advisor experience. Structurally, SMArtX operates as a technology-first utility rather than an asset gatherer — it does not manufacture proprietary investment products. By embedding its modular UMA infrastructure directly into existing custodial and advisory tech stacks, it competes less on distribution and more on replacing the operational middle and back office. This architecture makes it a horizontal enabler for the managed account supply chain, distinct from vertically integrated TAMPs that bundle technology with in-house asset management.