The company offers a comprehensive asset management platform that allows advisors to access traditional, alternative, and index strategies through a unified managed account structure. With real-time portfolio valuation, performance reporting, and allocation tools, users can easily customize and deploy individual portfolios across multiple client accounts. The platform's rebalance and drift management features ensure portfolios stay within pre-set allocations. SMArtX Advisory Solutions, known for its innovative technology, powers some of the largest firms in the advisory industry, reducing the operational burden of investment and account management processes. Their API-first, cloud-native technology can be tailored to meet the unique specifications of enterprise firms or used as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and simplified account management.