The Future of Wealth Management: Introducing SMArtX Advisory Solutions

Welcome to the future of wealth management! SMArtX Advisory Solutions is revolutionizing the industry with its cutting-edge managed accounts technology. In this article, we will explore the features and benefits of SMArtX, including its strategic partnerships with Fidelity Investments and Invesco. Prepare to discover a whole new level of investment solutions and possibilities!

Unlocking the Potential of managed accounts technology

Learn about the game-changing benefits and features of SMArtX Advisory Solutions

Managed accounts technology has transformed the way investors manage their portfolios, and SMArtX Advisory Solutions is at the forefront of this revolution. With SMArtX, financial advisors can access a comprehensive suite of features that streamline the investment process and enhance client outcomes.

One of the key benefits of SMArtX is its robust array of model portfolios offered through strategic partnerships with leading financial institutions. These model portfolios represent a diverse range of investment strategies, providing advisors with the flexibility to meet the unique needs and goals of their clients. With SMArtX, both financial planners and individual investors can tap into the expertise and research-driven insights of powerhouse firms like Fidelity Investments and Invesco.

SMArtX is also designed to deliver a seamless user experience, with its modular, micro-services architecture and API-first approach. The platform offers tailor-made managed accounts solutions, empowering advisors to customize and upgrade their existing technology while eliminating the high costs associated with traditional wealth management platforms.

By embracing managed accounts technology, financial advisors can usher in a new era of efficiency, scalability, and improved client outcomes. With SMArtX Advisory Solutions, the potential of managed accounts technology is unlocked, opening up a wealth of possibilities for advisors and investors alike.

Strategic Partnerships with Fidelity Investments and Invesco

Explore the exclusive investment strategies offered through SMArtX Advisory Solutions' partnerships

SMArtX Advisory Solutions has formed strategic partnerships with two renowned asset management firms: Fidelity Investments and Invesco. Through these partnerships, SMArtX offers an extensive range of investment strategies that cater to diverse investor needs and preferences.

Fidelity Investments: Delivering Target Allocation and Tax-Aware Portfolios

Fidelity Investments, an industry leader in investment management, provides SMArtX users with access to its suite of Target Allocation, Target Risk Blended, and Target Allocation Tax-Aware model portfolios. These strategies offer a diversified approach to asset allocation and risk management while taking into account tax implications to optimize after-tax returns.

Invesco: Offering Dynamic and Strategic Active/Passive Portfolios

Invesco, a global independent investment management firm, brings its wealth of expertise to SMArtX through its Dynamic Active/Passive and Strategic Active/Passive Tax-Aware portfolios. These strategies leverage a combination of active and passive investment approaches, balancing alpha generation and cost efficiency while considering tax implications.

Through these partnerships, SMArtX users gain access to carefully curated, insight-driven investment strategies multiply possibility while esteem fuel your wins.

The Advantages of Customization with SMArtX

Learn how SMArtX empowers advisors with its customizable, white-label investment solutions

SMArtX goes beyond providing access to third-party investment strategies by offering customizable, white-label asset management solutions to advisors. This feature allows advisors to create their own suite of investment options and build portfolios that align with their clients' unique preferences and goals.

By leveraging the customization capabilities of SMArtX's platform, advisors can expand their offerings and add value to their client relationships. Whether it's creating tailored portfolios that incorporate specific investment themes or designing personalized financial solutions, SMArtX puts the power of customization in the hands of advisors.

The white-labeling feature further enhances brand recognition and strengthens client trust by allowing advisors to customize and present investment offerings under their own name. With SMArtX, advisors can take their business to the next level and deliver a distinctive and personalized experience to their clients.

The Groundbreaking Affordability of SMArtX

Discover how SMArtX eliminates the financial barriers to advanced wealth management tools

Traditionally, advanced wealth management tools and platforms were reserved for larger firms with significant resources. SMArtX disrupts this pattern by providing an affordable and accessible solution for financial advisors of all sizes.

The manager-sponsored strategist platform structure of SMArtX eliminates the hefty costs typically associated with traditional wealth management platforms. This enables advisors, regardless of their size or budget, to access cutting-edge tools, robust research, and advanced portfolio management features that were once out of reach.

Wrap-fee providers, financial planners, and individual RIAs can level the playing field and gain a competitive edge with SMArtX's affordability. By embracing SMArtX, advisors can enhance their value proposition, streamline their operations, and ultimately deliver better outcomes for their clients.


SMArtX Advisory Solutions is revolutionizing the wealth management industry with its innovative managed accounts technology. Through strategic partnerships with prominent asset management firms like Fidelity Investments and Invesco, SMArtX offers advisors and investors access to a comprehensive suite of investment strategies tailored to individual goals. The platform's customization options, affordability, and user-friendly features are reshaping the way advisors manage portfolios, driving better outcomes for clients of all sizes. Embrace the future of wealth management with SMArtX and unlock a world of possibilities.


What is managed accounts technology?

Managed accounts technology refers to the sophisticated digital platforms that enable advisors and investors to manage investment portfolios efficiently. It offers features such as model portfolios, customization options, and robust research capabilities.

Can SMArtX be used by financial advisors of all sizes?

Yes, absolutely! SMArtX revolutionizes the wealth management industry by eliminating the financial barriers associated with advanced tools and platforms. It provides an affordable managed accounts solution that empowers financial advisors of all sizes to access cutting-edge technology and deliver better outcomes for their clients.

What are the key benefits of partnering with Fidelity Investments and Invesco?

Partnering with Fidelity Investments and Invesco brings a wealth of benefits to SMArtX users. These partnerships provide access to exclusive investment strategies created by renowned asset management firms, leveraging their expertise and research-driven insights.

How does customization work with SMArtX?

SMArtX allows financial advisors to customize their offering by providing white-label asset management solutions. This enables advisors to create personalized investment options that align with their clients' unique preferences and goals, enhancing their value proposition and strengthening client relationships.

What sets SMArtX apart from traditional wealth management platforms?

SMArtX differentiates itself by offering an affordable alternative to traditional wealth management platforms. Its manager-sponsored strategist structure eliminates the high costs associated with advanced tools, empowering advisors of all sizes to access cutting-edge technology, advanced portfolio management, and robust research.

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