SmartX Technologies

About

SMArtX is a financial technology company that provides investment advisory solutions. They offer a range of innovative solutions that help financial advisors meet their clients' investment goals using exchange-traded funds (ETFs) and other investment vehicles. Their primary focus is to provide easy-to-use, efficient, and cost-effective investment solutions. Their platform offers access to over 500 strategies from more than 70 asset managers.

This allows financial advisors to create customized portfolios for their clients based on their investment objectives, risk tolerance, and other factors. The platform also provides real-time performance monitoring and daily reporting, making it easy for advisors to make informed investment decisions. In addition to their investment solutions, SMArtX also provides a range of resources to help financial advisors stay up-to-date with the latest industry news and trends.

These resources include market commentary, white papers, and webinars, among others. SMArtX takes legal and compliance matters very seriously. They have a comprehensive legal and compliance program in place to ensure that their platform and investment solutions comply with all applicable laws and regulations. They have also implemented safeguards to protect their clients' privacy and personal information.

Financial advisors who wish to learn more about SMArtX and their investment solutions can contact them via their website or by phone. Their headquarters are located in West Palm Beach, Florida.

Growth

Socials

company logo
Founded

-

Operating Status

Active

Industry

Enterprises

Independent IBDs

RIAs

Asset Managers

TAMPs

headquarters
Address
Country

Monaco

Employees

Key People

No. (CEO)

LakshmiKanth Kanugovi ()

Services

Modular Infrastructure

Custom Technology

Institutional Money Managers

Open APIs

TAMP Functionality

Revenue

Operating Income

Stock Price


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SmartX Technologies

company logo

About SmartX Technologies

SMArtX is a financial technology company that provides investment advisory solutions. They offer a range of innovative solutions that help financial advisors meet their clients' investment goals using exchange-traded funds (ETFs) and other investment vehicles. Their primary focus is to provide easy-to-use, efficient, and cost-effective investment solutions. Their platform offers access to over 500 strategies from more than 70 asset managers.

This allows financial advisors to create customized portfolios for their clients based on their investment objectives, risk tolerance, and other factors. The platform also provides real-time performance monitoring and daily reporting, making it easy for advisors to make informed investment decisions. In addition to their investment solutions, SMArtX also provides a range of resources to help financial advisors stay up-to-date with the latest industry news and trends.

These resources include market commentary, white papers, and webinars, among others. SMArtX takes legal and compliance matters very seriously. They have a comprehensive legal and compliance program in place to ensure that their platform and investment solutions comply with all applicable laws and regulations. They have also implemented safeguards to protect their clients' privacy and personal information.

Financial advisors who wish to learn more about SMArtX and their investment solutions can contact them via their website or by phone. Their headquarters are located in West Palm Beach, Florida.


Why Setting Up a Virtual Delivery Center (VDC) Is Critical for Your Company’s Success

Achieving business success in today’s competitive landscape requires specialized expertise, seamless operations, and continuous innovation. Establishing a Virtual Delivery Center (VDC) can transform your company’s growth journey by ensuring efficiency, scalability, and long-term value.

Why Choose a VDC for Your Company?

1. Cost Optimization:

Save up to 70% on operational costs by leveraging remote teams and streamlined processes.

2. Expert Access:

Gain instant access to highly skilled professionals, ensuring faster and smoother project execution.

3. Scalable Teams:

Scale your team as business needs evolve, from initial project setup to long-term support.

4. Accelerated Timelines:

Leverage 24/7 global teams to reduce project delays and speed up implementation.

5. Continuous Support:

Ensure uninterrupted business performance with ongoing maintenance and updates.

Unlock Business Success with a VDC By establishing a VDC, your company can overcome operational challenges, achieve seamless system integration, and maximize ROI. Stay ahead in today’s dynamic market with a future-ready business strategy powered by a Virtual Delivery Center. Learn More About Us

Book A Meeting To Setup Your VDCovertime
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