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SMArtX Advisory vs Xero Practice Manager

SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Xero Practice Manager logo
Xero Practice ManagerAccounting Firm Management
From $149 / moPublished price
SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Xero Practice Manager logo
Xero Practice Manager
Accounting Firm Management
Overview
CategoryFinancial Advisory PracticeAccounting Firm Management
What it isManaged accounts platform for RIAs.Not available
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…
From $149 / mo
14-day free trial, then $149/mo for up to 10 users for new/bronze-level Xero partners. Free for practices that reach silver, gold, or platinum Xero partner status. Xero Tax and Wo…
Pricing modelCustom quoteFlat rate
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142006
Team size51-200 employees1001-5000 employees
HeadquartersJupiter, FLWellington, New Zealand

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