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Overview

About Origin Story SMArtX was created by a team of doers, thinkers, and innovators—people passionate about building the future of wealth management. Driven by curiosity, creativity, and a desire to push boundaries, we set out to redefine what's possible for advisors and their clients.

News

Blog 5 months ago
SMArtX Performance Disclaimer
SMArtX offers investors ("Investors") the opportunity to achieve performance results similar to those of Portfolio Models managed by Model Managers on its Platform Specifically, an Investor can set up an account through us and direct the assets in their a
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Blog 5 months ago
Terms of Use
This website (the "Site") is provided for informational purposes only, under SMArtX. No part of the information on the Site may be redistributed, copied or reproduced in any form without our prior written consent. Access to the Site is subject to these Te
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Blog 5 months ago
Risk Factors and Considerations
Trade Derivative Disclosure SMArtX utilizes derivatives in conjunction with its replication and implementation of the investment strategies of the portfolios offered by the model managers on its Platform. Specifically, it may trade in ETFs, options, futur
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Award 5 months ago
SMArtX Advisory Solutions Wins Wealthie Award in 2020 WealthManagement.com Industry Awards
Unified Managed Account (UMA) Access to Crypto and Alternatives Earns SMArtX Industry Accolade WEST PALM BEACH, Fla., Sept. 16, 2020 /PRNewswire/ - SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts technology and archit
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Blog 5 months ago
Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies
UNIFIED MANAGED ACCOUNTS TECHNOLOGY WILL INTEGRATE ACROSS THRIVENT ADVISOR NETWORK TO FACILITATE INVESTMENT SELECTION AND MANAGEMENT. August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed acco
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Blog 5 months ago
SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform
June 23, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions ("SMArtX"), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to
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Blog 5 months ago
SMArtX Appoints Industry Veteran to Serve as New President and COO
May 12, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform ('TAMP'), today announced the addition of Jonathan Pincus as SMArtX's
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Blog 5 months ago
SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts
March 4, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform ('TAMP'), today announced the launch of its Total Portfolio Solutions
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