SMArtX Advisory Solutions Partners with AdvizorStack
SMArtX Advisory Solutions and AdvizorStack have formed a strategic partnership to integrate SMArtX's managed account technology directly into AdvizorStack's platform for independent advisors. The deal provides direct access to its Manager Marketplace, trading, and billing capabilities.
SMArtX Advisory Solutions, a provider of enterprise managed account technology, has announced a strategic partnership with AdvizorStack. AdvizorStack offers technology and operational services to independent registered investment advisory (RIA) firms.
This collaboration will embed SMArtX's Manager Marketplace, proposal generation, trading, and billing technology directly within AdvizorStack's platform. As a result, AdvizorStack's network of independent RIAs will gain direct, native access to SMArtX's capabilities, streamlining their operations.
"Partnering with AdvizorStack gives us a direct path into a fast-growing segment of independent RIAs who need institutional-grade portfolio technology without the overhead of building it themselves," said Chris Ollendike, Chief Growth Officer at SMArtX Advisory Solutions. "This partnership lets us meet advisors exactly where they are in their transition to independence."
The partnership aims to provide independent RIAs with institutional-grade tools without the complexity of managing multiple vendors. Both companies stated a shared commitment to offering these integrated solutions to empower advisors.