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Salestrekker vs SMArtX Advisory

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SalestrekkerMortgage Software

SMArtX AdvisoryFinancial Advisory Practice

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Mortgage Software

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Mortgage Software

Overview

Focus

Mortgage Software

Financial Advisory Practice

Product

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

Managed accounts platform for RIAs.

Website

Headquarters

Sydney, Australia

Jupiter, Florida

Company size

11-50 employees

51-200 employees

Founded

2015

2014

Pricing details

Source updated

Oct 29, 2026

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