SMArtX Advisory Solutions Tech Stack

Cloud-native managed accounts platform for wealth and asset management firms

Financial Services West Palm Beach, Florida 51–200 employees Founded 2018 Privately Held

SMArtX Advisory Solutions operates a cloud-native platform for managed accounts targeting RIAs, broker-dealers, asset managers, and custodians. The tech stack (AWS, C#, Python, JavaScript) reflects a modern web-first architecture, while the project list—portfolio migration, onboarding workflows, investment product launches—reveals a company focused on reducing friction in client adoption. Support roles dominate recent hiring (4 of 8 open roles), suggesting customer onboarding and retention are scaling challenges alongside platform development.

Tech Stack 11 technologies

Core StackAWS C# Python JavaScript Jira Confluence Salesforce Intercom Microsoft Office Git Excel

What SMArtX Advisory Solutions Is Building

◆Challenges

Migrating existing client portfolios
Seamless onboarding experience
Reducing onboarding friction
Low platform adoption

▲Active Projects

Migrating existing client portfolios to the smartx platform
Improving platform onboarding workflows
Launch new investment products on smartx platform
Maintain pipeline of new manager engagements
Strategic account planning
Client health metrics monitoring

Hiring Activity

Decelerating8 roles · 1 in 30d

Department

Support

Engineering

Finance

Marketing

Product

Seniority

Junior

Manager

Senior

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About SMArtX Advisory Solutions

SMArtX Advisory Solutions provides a managed accounts platform designed for financial institutions managing unified managed accounts (UMA) and separately managed accounts (SMA). The product integrates with existing client workflows through an API-first architecture and modular web components, supporting real-time portfolio management at the sleeve level across long-only, long-short, and alternative investment vehicles. The platform includes a model marketplace with over 1,500 strategies from 325+ asset managers, a billing engine (BillPro) for enterprise billing customization, and tax-aware portfolio management and reporting tools. Clients can choose between outsourced or in-house trading and reconciliation, with optional white-labeled UI customization. Founded in 2018, SMArtX operates from West Palm Beach, Florida with a team of 51–200 employees.

HeadquartersWest Palm Beach, Florida

Company Size51–200 employees

Founded2018

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does SMArtX Advisory Solutions use?

SMArtX runs on AWS cloud infrastructure, with C# and Python for backend development, JavaScript for frontend, and standard development tools including Git, Jira, and Confluence. Salesforce handles CRM and Intercom manages customer communication.

What is SMArtX Advisory Solutions working on?

Active projects include migrating existing client portfolios to the platform, improving onboarding workflows, launching new investment products, and monitoring client health metrics. The company is also maintaining its pipeline of new asset manager partnerships.