SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA...
SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure. The firms also manages SMArtX, SS&C Advent's fully integrated UMA platform available to Axys, APX, and Black Diamond clients. SMArtX has built on its existing functionality, which includes real-time portfolio valuation, real-time sleeve level performance reporting, and intra-day allocation tools to create a complete end-to-end wealth management solution. Our 'Advisor as a PM' tool lets clients customize and deploy individual portfolios simultaneously across multiple client accounts, while our rebalancer and drift management features keep the portfolios within pre-set allocations. In addition, we provide completely digital hosted client account opening functionality to streamline the account opening process. Finally, SMArtX also offers DEPLOY, an outsourced SMA solution for investment managers who would like to expand their SMA offerings and dual-contract business without additional operational infrastructure.
Founded Year
2010
Organization Website
smartxadvisory.com
Organization Languages
English
Current Technologies
gmail
google apps
google maps
varnish
google analytics
bootstrap framework
nginx
mobile friendly
new relic
google font api
olark
wordpress org
rackspace
Job Functions
Engineering
Entrepreneurship
Marketing
tamp
sma
uma
wealth management
finance technology
finance
hedge funds
investment management
information technology & services
Alexander Smith-Ryland's Work History and Education