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Panoramix vs SMArtX Advisory

Panoramix logo
PanoramixInvestment Portfolio Management
From $5,000 / yrPublished price
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Panoramix logo
Panoramix
Investment Portfolio Management

The premium digital identity

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryInvestment Portfolio ManagementFinancial Advisory Practice
What it isAdvisor portfolio management and reporting platform.Managed accounts platform for RIAs.
Pricing
Published priceFrom $5,000 / yr
Published firm-license tiers by assets on platform (AOP): under $25M = $5,000/yr; $25-100M = $6,000/yr; $100-200M = $7,000/yr; $200M-$2B = $7,000 + 0.004% of AOP over $200M; over…
Custom
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 modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092014
Team size11-50 employees51-200 employees
HeadquartersNew York, NYJupiter, FL

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