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SMArtX Advisory vs Vanilla

SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Vanilla logo
VanillaOther
SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Vanilla logo
Vanilla
Other

The #1 estate planning software for advisors. Simplify estate planning. Offer on-demand plans. Visualize client's estates with AI. Optimize taxes.

Overview
CategoryFinancial Advisory PracticeOther
What it isManaged accounts platform for RIAs.Modern estate planning software for financial advisors.
Pricing
Published priceCustom
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…
Not published
Pricing modelCustom quotePer seat
Free optionsNo free plan · No free trialNo free plan
Deal on CubbieNone right nowNone right now
Company
Founded20142019
Team size51-200 employees11-50 employees
HeadquartersJupiter, FLSan Francisco, CA

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