SmartBiz Solutions Corporation
See every account, every entity, every position in one view.
A comprehensive hub for understanding and managing your assets. Built for wealth management firms, family offices, and individuals.
Representative view from the platform. Data shown is illustrative.
See it in action
A guided walkthrough of the platform.
A short narrated tour of every screen, from the consolidated overview to holdings, performance, scenario modeling, and the firm view.
What it is
A comprehensive hub for everything you need to know and manage.
The platform is built for a lean team to run without giving up the depth or polish the work demands. Complexity sits inside the product so your people focus on the relationship and the decisions rather than the software.
The result is something you can put in front of a family member or a board, and it speaks for itself.
Capabilities
What’s inside.
Every account in one place.
Consolidated views across accounts, entities, and positions, whether that's one portfolio or hundreds.
Holdings in real detail.
Alternatives tracked at fund level (commitment, called, NAV, IRR, MOIC), public positions, fixed income, and direct real estate on an interactive map.
Performance and attribution.
Returns by period and asset class, drift from target allocation, benchmark comparison, and annual history.
Cash flows, organized.
Capital calls, distributions, dividends, and rental income in one ledger that's sorted and exportable.
Scenario modeling.
Forward projections across asset classes, ten years out, in conservative, base, and optimistic cases.
The data work, automated.
Statements come in and we normalize them, with someone authorized confirming the numbers before anything is published.
Built for the owner, not just the operator.
Clean enough that the people who own the wealth actually open the app, not just the people operating it.
Your data, your drive.
Source of truth lives with you, exportable anytime, and the platform can carry your own brand for the people you serve.
The firm view
If you manage multiple clients, here’s the firm view.
Representative view from the platform. Data shown is illustrative.
What we commit to
Care that goes beyond the software.
We treat every engagement as a long relationship. The product is what you see day to day, but the dedication behind it is where the same care goes: answering when you call, shaping the platform to how you actually work, and attending to the small things that make the difference.
Underneath the surface, tenant isolation, encryption, audit, and compliant data handling run quietly. What you experience is clarity and confidence.
How we build
What you should expect from us.
Quiet expertise.
Built by people who have spent careers inside finance and operations. The complexity sits in the platform, so what you see is plain enough for an operator, a family member, or a board to follow on their own.
Plain numbers.
Reports you can read in five minutes, models you can audit in twenty, and no black boxes anywhere.
Patient technology.
New tools come in only when they prove they belong, and the rest is deliberately boring. Security and reliability are never traded for the next feature.
If this is the platform you’ve been waiting for, let’s talk.
Early customers are shaping how this gets built. If you’d like to be one of them, send a note, and a partner reads every one.