SMArtX Advisory Solutions Announces Strategic Partnership with AdvizorStack

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SMArtX Advisory Solutions. (2026, October 13). SMArtX Advisory Solutions announces strategic partnership with AdvizorStack. PR Newswire. https://www.prnewswire.com/news-releases/smartx-advisory-solutions-announces-strategic-partnership-with-advizorstack-302907242.html

SMArtX Advisory Solutions, a provider of enterprise managed account technology, announced a strategic partnership with AdvizorStack, a technology and operational services platform for independent RIAs.
SMArtX will power AdvizorStack's platform with its Manager Marketplace, proposal generation, trading, and billing technology, embedded directly within AdvizorStack's advisor environment.
AdvizorStack helps independent RIAs launch, transition, and scale by pairing hands-on consulting with a curated technology stack and partnerships with custodians including Charles Schwab, Fidelity, and Raymond James.
AdvizorStack's network of independent RIAs will have direct, native access to SMArtX's capabilities within AdvizorStack's own advisor environment rather than a separate, third-party system.
Advisors gain access to investment strategies from leading asset managers, proposal tools built natively into the AdvizorStack platform, and trading and billing technology that automates portfolio execution and fee calculations in a single, unified environment.
Chris Ollendike, Chief Growth Officer at SMArtX Advisory Solutions, said the partnership gives SMArtX a direct path into a fast-growing segment of independent RIAs who need institutional-grade portfolio technology without the overhead of building it themselves.
Paul DeMaio, CIMA, CEO and Managing Partner of AdvizorStack, said the partnership allows the firm to integrate with a forward thinking platform and gain access to leading institutional money managers.