LM
Louis Milano
Chief Compliance Officer at Smartx Advisory Solutions
View Louis's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Chief Compliance Officer
Feb 2014 - Present · 10 years and 10 months
Consultant
Feb 2012 - Feb 2013 · 1 years
Chief Compliance Officer
2003 - 2012 · 9 years
Company Details
SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform. 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. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.
Year Founded
2018
Social Media
LinkedinTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
105 S. Narcissus Ave #701 West Palm Beach, Florida 33401, US
Keywords
UMASMATAMPWealth ManagementFinTechWealthTechBillingModel MarketplaceTax Harvestingwealth management
Discover More About Cleveland Clinic

Find verified contacts of Louis Milano in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.