SMArtX Advisory Solutions, a leading provider of managed account technology, announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX's sleeve-level data into actionable insights, enabling advisory firms to deliver smarter, faster, and more personalized client experiences at scale.

"Milemarker turns data into action," said Aaron Wormus, CTO of SMArtX Advisory Solutions. "This integration demonstrates how combining our sleeve-level data with Milemarker's expertise empowers advisors to make better decisions, strengthen client relationships, and drive measurable growth."

Through the integration, Milemarker transforms SMArtX's standardized data into custom dashboards and workflows. Advisors gain real-time insights to help optimize portfolios, make faster decisions, and tailor client interactions within their firm's own digital ecosystem. Integrations that once took weeks can now be completed in days, accelerating time-to-value for both firms and clients.

Milemarker Co-Founder and CEO, Jud Mackrill, shares, "Advisors shouldn't have to leave their home office console to get the full power of SMArtX. This integration puts sleeve-level data right where firms already work — inside the dashboards, workflows, and compliance tools they use every day. That's how you drive real adoption."

By connecting SMArtX's robust data with Milemarker's digital experience capabilities, firms gain a seamless, data-driven advisor ecosystem, turning complex information into a lasting competitive advantage.