Cubbie Conference December 10, 2026 in San Francisco Get tickets →

Salestrekker vs SMArtX Advisory

Salestrekker logo
SalestrekkerMortgage Software
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Salestrekker logo
Salestrekker
Mortgage Software

Let your CRM do the work

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryMortgage SoftwareFinancial Advisory Practice
What it isCRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.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 modelNot availableCustom quote
Free optionsNot availableNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20152014
Team size11-50 employees51-200 employees
HeadquartersSydney, AustraliaJupiter, FL

Buyers also compare

Hot in AI

Rising

CRM

Field Service Management

Project Management

Email Marketing

Cloud Hosting

Email Deliverability