{"source":"Breaknorm","page":"https://breaknorm.co/company/smartxadvisory.com","license":"https://breaknorm.co/terms","domain":"smartxadvisory.com","name":"SMArtX","legal_name":"SMArtX","country":"US","country_second":"GB","city":"","admin1":"","vertical":"technology_software","subvertical":"b2b_saas_platforms","leaf":"wealth_insurance_advisor_software","summary":"SMArtX is a software provider that builds unified managed account (UMA) and TAMP technology for financial advisors and enterprises. Its offerings include the SMArtX platform, BillPro advisory fee billing, Manager Marketplace, Manager Analytics, Tax Management, Portfolio Management, Cash Management and Data Management. It serves independent RIAs, broker dealers, fintech firms, banks, trust companies, insurance and asset managers.","offerings":["SMArtX platform","BillPro billing engine","Manager Marketplace","Manager Analytics","Tax Management","Portfolio Management","Cash Management","Data Management"],"target_customers":["independent RIAs","broker dealers","fintech firms","banks, trust companies, insurance","asset managers","custodians","enterprise wealth firms","independent financial advisors","banks and trust 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records within Salesforce, Jira, and other internal project management tools.","title":"Relationship Manager, Asset Manager  Solutions"},{"slug":"intercom","status":"active","confidence":"high","jobs":1,"first_seen":"2026-10-22","function":"customer_service_and_success","quote":"• Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.","title":"Client Success Associate"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-10-22","function":"customer_service_and_success","quote":"• Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, INDEX/MATCH, and SUMIFS.","title":"Billing Specialist"},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-10-22","function":"customer_service_and_success","quote":"• Proficient in Microsoft Office Suite, including Microsoft Excel.","title":"Client Success Associate"},{"slug":"google-workspace","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-22","function":"","quote":"• Microsoft Office and Google Workspace","title":"Relationship Manager, Asset Manager  Solutions"},{"slug":"jira","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-22","function":"","quote":"• Maintain accurate and timely records within Salesforce, Jira, and other internal project management tools.","title":"Relationship Manager, Asset Manager  Solutions"},{"slug":"quickbooks-online","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-22","function":"finance_and_accounting","quote":"• Proficiency in QuickBooks Online.","title":"Billing Specialist"},{"slug":"sap-ariba","status":"active","confidence":"low","jobs":1,"first_seen":"2026-10-22","function":"finance_and_accounting","quote":"• Experience with SAP Ariba is a plus.","title":"Billing Specialist"}],"intents":[],"recent_postings":[{"id":3037813,"title":"Relationship Manager, Asset Manager  Solutions","city":"West Palm Beach","function":"","family":null,"seniority":"senior","posted":"2026-10-22","url":"https://jobs.recooty.com/smartx-advisory-solutions/relationship-manager-emerging-growth-solutions-sm221","tech":["salesforce","jira"]},{"id":3037812,"title":"Billing Specialist","city":"West Palm Beach","function":"finance_and_accounting","family":"finance_and_accounting/bookkeeping_payables_and_receivables","seniority":"entry","posted":"2026-10-22","url":"https://jobs.recooty.com/smartx-advisory-solutions/billing-specialist-sm220","tech":["microsoft-excel","quickbooks-online"]},{"id":3037810,"title":"Client Success Associate","city":"West Palm 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Beach","headcount":"51-200","leaf":"smb_business_management_suites","summary":"Marcom is a software company that provides brand management and marketing asset platforms for businesses."},{"domain":"taxdome.com","name":"TaxDome","country":"US","city":"Cheyenne","headcount":"51-200","leaf":"accounting_bookkeeping_software","summary":"TaxDome is a software company that provides accounting practice management software for tax, bookkeeping, and full-service accounting firms."},{"domain":"galytix.com","name":"GX AI","country":"US","city":null,"headcount":"51-200","leaf":"compliance_grc_software","summary":"GX AI is a software company that provides a specialised AI platform for financial institutions, offering domain-specialised AI Digital Officers for credit, risk."},{"domain":"winsoftech.com","name":"WinsoftTechnologies","country":"IN","city":"Mulund Dd Road","headcount":"201-500","leaf":"custom_software_development_agencies","summary":"WinsoftTechnologies is a technology solution provider for banks and financial institutions that develops banking, insurance, pension and wealth management softw."}],"similar_scored":593,"customers":null,"as_of":"2026-11-01","updated_at":"2026-11-01","hash":"b87f9f7f2fee3128","index_tier":1}