SMArtX Advisory Solutions

About

SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA aggregators. The platform provides a single interface to access and manage traditional, alternative, and direct index investment strategies through a unified managed accounts (‘UMA’) structure.The platform’s advanced technology enables wealth advisors to incorporate third party strategies with internal strategies in fully customized portfolios which are easily managed utilizing our Advisor as a PM, portfolio builder, drift management, and rebalancer tools.

Contacts

Products / Services

  • Institutional Money Managers
  • Custom Portfolios
  • Research
  • White-Label Functionality
  • Intra-Day Allocations
  • Live Reporting
  • Tax Reporting

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

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Partnership

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No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

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