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FP Transitions vs SMArtX Advisory

FP Transitions logo
FP TransitionsOther
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
FP Transitions logo
FP Transitions
Other

Specialized Consulting for Wealth Managers

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryOtherFinancial Advisory Practice
What it isSuccession planning and M&A platform for financial advisorsManaged accounts platform for RIAs.
Pricing
Published priceNot publishedCustom
SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre…
Pricing modelNot availableCustom quote
Free optionsNot availableNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992014
Team size51-200 employees51-200 employees
HeadquartersLake Oswego, ORJupiter, FL

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