Award winning Unified Managed Accounts Investment Technology, powering SMArtX and enterprise TAMP platforms.

Finance

SMArtX Advisory Solutions

SMArtX Advisory Solutions' headquarters in West Palm Beach, FL, United States

Jonathan Pincus

Pascal Roduit

Jason Dawson

Hunter Hager

Taylor Richardson

Alex Barry

Amy Kandravy

Juan Orellana

Daniel Helderle

Lou Milano

Aaron Wormus

Alex Thompson

The Software Development team at SMArtX Advisory Solutions is responsible for designing, building, and maintaining the advanced technology platforms that drive the company's Unified Managed Accounts and enterprise TAMP solutions. This diverse group of engineers, specializing in various programming languages and technologies, collaborates to enhance system performance, develop new features, and ensure seamless integration, ultimately delivering innovative investment technology to clients.

Software Development

The Product Management team at SMArtX Advisory Solutions is responsible for driving the development and enhancement of the company's investment technology platforms. They work collaboratively to define product vision and strategy, conduct market research, prioritize features, and ensure that the unified managed accounts and enterprise TAMP solutions meet client needs and market demands. By leveraging the expertise of product managers and designers, the team ensures seamless user experiences while continuously innovating and improving the product offerings.

Product Management

This department focuses on managing and developing asset manager solutions to enhance investment strategies and performance.

Asset Management

This department focuses on developing and implementing strategies to enhance client success and deliver exceptional support services.

Client Strategy & Support

This department oversees engineering projects and personnel to ensure effective development and implementation of software solutions.

Engineering Management

This department provides strategic direction and governance for the organization.

SMArtX Advisory Solutions

Org chart

Teams

Software Development

Product Management

Asset Management

Client Strategy & Support

Engineering Management

Executive Leadership

Offices

SMArtX Advisory Solutions

Org chart

Teams

Software Development

Product Management

Asset Management

Client Strategy & Support

Engineering Management

Executive Leadership

Offices

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