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Indyfin vs SMArtX Advisory

Indyfin logo
IndyfinFinancial Advisory Practice
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Indyfin logo
Indyfin
Financial Advisory Practice

Find a Financial Advisor you trust

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryFinancial Advisory PracticeFinancial Advisory Practice
What it isClient acquisition platform for financial advisors.Managed 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 modelPer seatCustom quote
Free optionsNot availableNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20182014
Team size11-50 employees51-200 employees
HeadquartersDallas, TXJupiter, FL

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