Manager Marketplace

SMArtX Embeds Manager Marketplace, Trading Tools in AdvizorStack

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SMArtX Embeds Manager Marketplace, Trading Tools in AdvizorStack

West Palm Beach – October 13, 2026 -- SMArtX Advisory Solutions will embed its Manager Marketplace, proposal generation, trading and billing technology directly inside AdvizorStack's advisor environment under a new partnership targeting independent registered investment advisers (RIAs).

AdvizorStack's RIA network gets native access to SMArtX tools

AdvizorStack's network of independent RIAs will use the SMArtX capabilities within AdvizorStack's own platform rather than through a separate, third-party system.

AdvizorStack provides technology and operational support to help independent RIAs launch, transition and scale. It pairs hands-on consulting with a curated technology stack and has partnerships with custodians including Charles Schwab, Fidelity and Raymond James.