Dan Weinberg's Contact Details

Dan Weinberg's Company Details

HedgeCoVest

West Palm Beach, FL, US • 50 - 99 Employees
Financial Services

SMArtX Advisory Solutions is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. Built from the ground up to initially cater to the RIA industry, SMArtX's technology has expanded to meet the increasing demands for more modern, modular, and robust enterprise systems for broker-dealers, banks, trusts, asset managers, and turnkey asset management platforms. SMArtX also leverages its open APIs to work with other financial technology firms to provide clients with a complete solution.