Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Managed accounts platform for RIAs.
Pricing
Custom quote
Founded
2014
Team size
51-200 employees
Headquarters
Jupiter, FL
About SMArtX Advisory
SMArtX Advisory is listed at https://smartxadvisory.com. Current public vendor pages were reviewed for a citable numeric starting price, free access, and product status. 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 free to advisors (manager-sponsored) for RIAs above $15M AUM. Full-platform pricing is asset-based and quoted. Buyers should confirm final terms with the vendor because packaging, minimum commitments, implementation, support, taxes, and regional availability can affect the actual cost.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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SMArtX Advisory
SMArtX Advisory doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for SMArtX Advisory and Cubbie routes it to the vendor and our procurement team.
