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SmartX Technology Solutions provides managed account technology that lets financial advisors build multi-strategy portfolios.
Founded in 2010 in West Palm Beach, US, SmartX Technology Solutions Inc. provides managed account technology for financial advisors, including the SmartY manager-sponsored strategist platform. Advisors use it to build customizable multi-strategy portfolios with access to over one thousand investment strategies from large asset managers. Clients include independent broker-dealers, registered investment advisors and asset managers in North America and Europe. On December 23, 2019 the company raised USD 4.000 mn led by ManchesterStory Group, with IA Capital Group participating, and CEO Debbie Tagg leads it.
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