Wealthies Circle

Wealthies Circle


Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport

February 11, 2021

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure. In this episode, you’ll learn: How SMArtX’s managing account technology helps advisors rebalance their … Continue reading Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport →