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Alternatives to SMArtX Advisory

10 alternatives

  1. 1Portfolio Management, Wealth Management

    Vestmark

    Portfolio Management

    Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.

    Unified portfolio managementAutomated trading and rebalancingTax aware portfolio management
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  2. 2Financial Advisory Practice

    Covisum

    Financial Advisory Practice

    Social Security claiming and retirement income planning platform for financial advisors.

    Free trialTiered plansAI Financial AdvisorsFinancial Planning & Analysis
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  3. 3Financial Advisory Practice

    Holistiplan

    Financial Advisory Practice

    Tax planning software for financial advisors automating tax return analysis and client-ready reports.

    CRM integration and data synchronizationPublic API for custom integrationsMulti user firm administration

    Price$133.25+ / month

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  4. 4Financial Advisory Practice

    Junxure

    Financial Advisory Practice

    CRM and practice management platform by AssetMark for financial advisors with workflow and document management.

    Per seatWorkflow AutomationDocument Management
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  5. 5Financial Advisory Practice

    Salestrekker

    Mortgage Software

    CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.

    CRMFinancial Advisory Practice
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  6. 6Financial Advisory Practice, Portfolio Management

    Orion Advisor Tech

    Wealth Management Platforms

    Wealth management technology platform for financial advisors with portfolio accounting.

    Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio management

    Price$1,083.33+ / month

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  7. 7Financial Advisory Practice

    FP Alpha

    Financial Planning & Analysis

    AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.

    AI powered tax document analysis and insightsCredit based usage model for planning snapshotsMulti office and enterprise permission management

    Price$83.33+ / month

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  8. 8Financial Advisory Practice

    Traction Ag

    Farm Management Software

    Traction Ag provides farm-specific accounting and financial management software that helps farmers track profitability by field, crop, and enterprise.

    Free trialAccounting SoftwareFinancial Advisory Practice

    Price$150+ / month

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  9. 9Financial Advisory Practice

    Hubly

    Financial Workflow Automation

    Workflow automation platform for financial advisors managing client service tasks and repeatable processes.

    Free trialHIPAAPCI DSSISO 27001Per seatMeeting Scheduling
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  10. 10Financial Advisory Practice

    Dryrun

    Cash Flow Forecasting

    Cash flow and scenario modeling platform for advisors and business owners with visual forecasts.

    Free trialBudget Variance ReportingFinancial Modeling Platforms

    Price$49+ / month

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