America’s Best TAMPs Showcase - Flipbook - Page 46
2026 AMERICA’S BEST TAMPS
TM
SMARTX
New business contact:
Jonathan Pincus
CEO
SMArtX Advisory Solutions
105 S Narcissus Ave, Ste 701,
West Palm Beach, FL 33401 • www.smartxadvisory.com
SMArtX Advisory Solutions offers a cloud-native managed
accounts platform designed to support the evolving needs of
financial institutions. The platform is built to serve RIAs, brokerdealers, asset managers, FinTech firms, TAMPs, and custodians
by providing infrastructure that integrates managed account
capabilities into existing workflows.
The financial services
industry is evolving as firms
shift from legacy systems
to modern technology that
supports more efficient
operations. Rather than
replacing entire platforms,
many institutions are
adopting modular solutions
that integrate with their
existing systems, reducing
disruption and allowing for
incremental improvements.
A key factor driving
this change is the need
for flexibility. Firms are
seeking tools that fit into
current workflows while
offering the option to
expand functionality over
time. This approach helps
firms respond to changing
requirements without
rebuilding infrastructure.
SMArtX Advisory
Solutions offers modular
infrastructure, open APIs,
and web components that
support this model. Firms
can integrate managed
account capabilities into
their existing technology
stacks while continuing to
use familiar interfaces. This
allows for the adoption of
new features as needed,
supporting firms as they
adapt to evolving market
conditions and operational
needs.
Through its API-first architecture and modular web components,
SMArtX allows firms to incorporate managed account functionality
with flexibility. The platform supports real-time, sleeve-level
portfolio management and trading, offering detailed account-level
data that helps enhance operational transparency. Firms can
choose between outsourced or in-house trading and reconciliation
workflows.
SMArtX’s model marketplace includes more than 2,700+ strategies
from over 375+ asset managers, available under a single contract
structure. It also accommodates a wide range of investment
vehicles- such as long-only, long-short, alternatives, and
advisor-traded sleeves- within a unified managed account (UMA)
framework.
The billing engine, BillPro, provides enterprise-focused
customization to address the complex billing requirements
associated with managed accounts. Additional features include
tax-aware portfolio management, performance reporting, and
support for fully configured, white-labeled user interfaces.
SMArtX Advisory Solutions offers technology that financial firms
can use to build and manage scalable managed account programs,
while supporting transparency, operational efficiency, and
integration with existing systems.
STR AT E G I C F E AT U R E S
Chris Ollendike
Chief Growth Officer
Phone: (561) 835-8690,
ext. 7020
Email: Chris@
smartxadvisory.com
CONTACT
Type of program: Financial
technology for managed
account trading programs
Year program began: 2018
Managers on platform
vetted: Yes
Managers GIPS® compliant: Yes
Types of products available:
Alternative strategies, billing,
cash management, custom
managed accounts solutions,
direct indexing, OCIO
services, open architecture,
SMAs, tax transition analysis,
tax impact rebalancing, tax
harvesting, overlay trading,
OMS
Platform tracks client
holdings: Yes
Program compatible for:
RIAs (Corporate RIAs, RIA
Aggregators, RIA Custodians),
IBDs, Asset Managers,
Wirehouses, Institutional
Wealth Management firms,
Asset Management Firms,
Custodians, TAMPs and Trust
Companies
Optimized for tax trading
efficiency: Yes
Sleeve-level reporting: Yes
Program links to a trade
execution or order
management system: Yes
Proposal / IPS: Yes
ACCOUNT REBALANCING
MARKETING SUPPORT
ALTERNATIVE INVESTMENTS
MODEL MARKETPLACE
CUSTODIAN AGNOSTIC
PRIVATE LABELING
CUSTOMIZED PORTFOLIOS
RESEARCH & DUE DILIGENCE
DIRECT INDEXING
TAX-LOSS HARVESTING
INTEGRATION WITH
3RD-PARTY PLATFORMS
UNIFIED OR SMART BILLING
46
Asset allocation
methodologies: 40+
