WEST PALM BEACH, Fla., Oct. 13, 2026 /PRNewswire/ — SMArtX Advisory Solutions, a leader in enterprise managed account technology, today announced a strategic partnership with AdvizorStack, a technology and operational services platform for independent RIAs. Through the partnership, SMArtX will power AdvizorStack’s platform with its Manager Marketplace, proposal generation, trading, and billing technology — embedded directly within AdvizorStack’s advisor environment.
AdvizorStack provides technology and operational support to help independent RIAs launch, transition, and scale, pairing hands-on consulting with a curated technology stack and partnerships with custodians including Charles Schwab, Fidelity, and Raymond James. Through this integration, AdvizorStack’s network of independent RIAs will have direct, native access to SMArtX’s Manager Marketplace, proposal generation, and trading and billing capabilities, all delivered within AdvizorStack’s own advisor environment rather than a separate, third-party system.
“Partnering with AdvizorStack gives us a direct path into a fast-growing segment of independent RIAs who need institutional-grade portfolio technology without the overhead of building it themselves,” said Chris Ollendike, Chief Growth Officer at SMArtX Advisory Solutions. “This partnership lets us meet advisors exactly where they are in their transition to independence, while enabling them with the award winning modern UMA & SMA capabilities sought after by the largest firms in the industry.”
Key Benefits for AdvizorStack Advisors
- Manager Marketplace Access – AdvizorStack advisors gain direct access to SMArtX’s Manager Marketplace, offering a broad range of investment strategies from leading asset managers.
- Integrated Proposal Generation – SMArtX’s proposal generation tools let advisors build and present investment proposals natively within the AdvizorStack platform.
- Unified Trading & Billing – SMArtX’s trading and billing technology automates portfolio execution and fee calculations within a single, unified environment.
“The partnership with SMArtX allows us to integrate with a forward thinking platform that is right in line with our vision and allows us to have access to leading institutional money managers,” said Paul DeMaio, CIMA, CEO / Managing Partner of AdvizorStack.
The partnership reflects both companies’ shared commitment to giving independent RIAs institutional-grade tools without the complexity of managing multiple vendors.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions delivers award-winning UMA technology through an API-first, cloud-native platform with modular, microservices architecture. Serving RIAs, asset managers, custodians, and FinTech firms, SMArtX automates trading, billing, and investment distribution. Available as standalone or integrated solutions, our scalable technology optimizes operations, drives growth, and modernizes managed accounts infrastructure.
About AdvizorStack
AdvizorStack gives independent registered investment advisory firms the technology and operational support to launch, scale, and compete with confidence. Combining integrated technology, transition management, and ongoing service, the company helps advisors build connected businesses while preserving their independence.
From CRM and portfolio management to financial planning and client portals, AdvizorStack coordinates the systems, data, and workflows that power an advisory firm. Its team manages implementation, migration, training, and vendor coordination, then remains engaged to support adoption and evolving business needs.
Through relationships with custodians including Schwab and Fidelity and a growing network of technology providers, AdvizorStack helps firms translate technology investments into practical business capabilities.
The result is a compelling advantage: sophisticated infrastructure, coordinated execution, and a dedicated team helping advisors spend less time managing technology and more time serving clients and growing their businesses.
AdvizorStack brings the technology together and helps advisors put it to work.
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SOURCE SMArtX Advisory Solutions
