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Customer Service

(Client Success Manager)

West Palm Beach, FL, USA

SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform.  Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs.  SMArtX is also available  as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.

SMArtX Advisory Solutions

Client Success Associate

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Client Success Associate

Client Success Associate