- Revenue potential
- Leadership team
- Brand/product traction
- Competitive landscape
Additionally, all companies must be independent (unacquired), privately owned, at most 10 years old, and have received at least one round of funding in order to qualify.
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Also honored in: 2019 Best Tech Startups in West Palm Beach
“SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure. The firm also manages SMArtX, SS&C Advent’s fully integrated UMA platform available to Axys, APX, and Black Diamond clients. SMArtX has built on its existing functionality, which includes real-time portfolio valuation, real-time sleeve level performance reporting, and intra-day allocation tools to create a complete end-to-end wealth management solution.
Our ‘Advisor as a PM’ tool lets clients customize and deploy individual portfolios simultaneously across multiple client accounts, while our rebalancer and drift management features keep the portfolios within pre-set allocations. In addition, we provide hosted client account opening functionality to streamline the account opening process. Finally, SMArtX also offers DEPLOY, an outsourced SMA solution for investment managers who would like to expand their SMA offerings and dual-contract business without additional operational infrastructure.”
“Tired of not being able to find or access the content you and your team create? No worries, bundleIQ makes knowledge sharing easy and accessible; it’s the brain of your organization.”