IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Turnkey Asset Management Platform Builds its Ranks with 14 New Strategies
SMArtX Expands both SMA and Model-Delivery Solutions from Industry Leaders WEST PALM BEACH, Fla., August 3, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 14 new investment strategies to its platform. The SMArtX platform now supports 1,095 model-traded and manager-traded separate account strategies offered from a diverse group of 268...
SMArtX Advisory Solutions Nominated for Six Industry Awards
SMArtX has been named finalists in four categories for the 2022 Wealth Management “Wealthies” Industry Awards and two categories for ThinkAdvisor LUMINARIES Awards. WEST PALM BEACH, Fla., July 28, 2022 - SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), has been named a finalist for four categories in 2022 Wealth Management “Wealthies” Industry Awards...
SMArtX Advisory Solutions Expands Its Turnkey Asset Management Platform with 12 New Strategies
SMArtX Increases Assets by 44% in the First Half of 2022 WEST PALM BEACH, Fla., July 6, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 12 new investment strategies to its platform. The SMArtX platform now supports 1,086 model-traded and manager-traded separate account strategies offered from a diverse group of 266 asset...
SMArtX Advisory Solutions AUM Reaches $27.41 Billion
Assets Increased 44% in First Half of 2022 WEST PALM BEACH, Fla., June 29th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced their assets under management (‘AUM’) reached $27.41 billion after adding $8.37 billion in the first half of 2022. The first and second quarters of 2022 have seen a similar market situation to the first and second quarters...
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. WEST PALM BEACH, Fla., June 2, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to its platform. The SMArtX platform now supports 1,078 model-traded and manager-traded separate account...
SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies
Industry Heavyweight Janus Henderson Adds 7 Strategies to the Platform WEST PALM BEACH, Fla., May 4th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced 20 new investment strategies from 10 asset management firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,033 model-traded and manager-traded...
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
SMArtX Closes Series D Round with $30 million Investment; Morningstar’s Daniel Needham and Michael Holt Join SMArtX Board WEST PALM BEACH, Fla., May 3rd, 2022 -- SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent...
SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies
Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others WEST PALM BEACH, Fla., April 5th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced 14 new investment strategies from 11 different firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 model-traded and...
SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone
The addition of 36 new investment strategies from 14 firms drives record-setting growth WEST PALM BEACH, Fla., March 8, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of 36 new investment strategies from 14 firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 1,000 model-traded and...
2nd Annual SMArtX 2022 Virtual Awards Announces Winners, Recognizing Asset Management Excellence
Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., March 3rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards. Now in its second year, the Awards recognized 11 leading...