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SMArtX Advisory Solutions

Financial Services

Specialities :
Uma
Sma
Tamp
Wealth management
Fintech

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$30.0M
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About SMArtX Advisory Solutions

What does Smartx advisory solutions do?+

SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform. Our unique technology solutions power some of the advisory industrys largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtXs API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or...

What are Smartx advisory solutions's specialties? +

Uma,sma,tamp,wealth management,fintech,wealthtech,billing,model marketplace,and tax harvesting

What is Smartx advisory solutions's industry? +

Smartx advisory solutions operates in the Financial services industry.

What is Smartx advisory solutions's revenue? +

Smartx advisory solutions's revenue is 11m - 100m

What is Smartx advisory solutions's company size? +

Smartx advisory solutions has 51 - 200 employees.

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