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.
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Active
Enterprises
Independent IBDs
RIAs
Asset Managers
TAMPs
Monaco
No. (CEO)
LakshmiKanth Kanugovi ()
Modular Infrastructure
Custom Technology
Institutional Money Managers
Open APIs
TAMP Functionality
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3. Scalable Teams:
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Ensure uninterrupted business performance with ongoing maintenance and updates.
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Monaco
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.
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 VDC