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.
Three SMArtX modules are embedded in the AdvizorStack platform
- Manager Marketplace: advisors get direct access to a range of investment strategies from leading asset managers.
- Proposal generation: advisors build and present investment proposals natively within AdvizorStack.
- Trading and billing: the technology automates portfolio execution and fee calculations in a single, unified environment.
SMArtX targets a fast-growing segment of independent RIAs
Chris Ollendike, Chief Growth Officer at SMArtX, said the deal gives the company a direct path into a fast-growing segment of independent RIAs. These advisors need institutional-grade portfolio technology without the overhead of building it themselves. He said the partnership lets SMArtX meet advisors at their stage of the transition to independence while offering UMA and SMA capabilities.
Paul DeMaio, CIMA, CEO and Managing Partner of AdvizorStack, said the integration gives the firm access to "leading institutional money managers."
Both companies cite a shared aim of giving independent RIAs institutional-grade tools without the complexity of managing multiple vendors.