IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions
The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), and TradePMR, a technology and custodial services provider, today announced they have teamed up to help financial advisors manage...
SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms
Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform. WEST PALM BEACH, Fla., May 4, 2023 – 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 it has added twenty-five strategies to its UMA platform, from some of the asset management industry’s most well-known firms. Fidelity Institutional,...
Third Annual SMArtX “X” Awards Announces Winners, Recognizes Asset Management Excellence
Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., April 11, 2023 -- 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 winners of the SMArtX 2023 X Awards (previously known as the SMArtX Virtual Awards). Now in its third...
SMArtX UMA Platform Surges with the Addition of 54 Strategies
Industry Behemoths Invesco Advisers, J.P. Morgan Asset Management, and T. Rowe Price Associates, Inc. Continue to Add Strategies WEST PALM BEACH, Fla., April 5, 2023 – 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 it has added fifty-four strategies to its UMA platform, one of the largest monthly increases in its strategy roster that features most of...
SMArtX Advisory Solutions Expands its Select Manager List
SMArtX Experiences Unprecedented Growth as Assets Approach $30 Billion WEST PALM BEACH, Fla., March 14, 2023 -- 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 updated Select Manager List, a subset of investment strategies currently on the SMArtX platform identified through an extensive screening process headed by SMArtX’s Chief Investment...
ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform
Alpha Vee, Capital Research and Management Company, and Principal Global Investors Expand their Presence with Additional Strategies WEST PALM BEACH, Fla., March 7, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it has added twenty-five strategies to its UMA platform, increasing its already substantial manager roster that features...
Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform
SMArtX Billing Continues to Expand as Billed Assets Approach $10 Billion WEST PALM BEACH, Fla., February 7, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it has added five strategies offered by four asset management firms to its platform, bringing the total to 1,106 strategists from 282 of the world’s leading asset managers. Dearborn Partners and...
SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform
SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11% WEST PALM BEACH, Fla., January 5, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it has added eight strategies offered by three leading asset management firms to its platform. All three firms are new to SMArtX, and the additions bring the total number...
SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace
Davidson Investment Advisors, Hotchkis & Wiley, Lyrical Asset Management, and Oak Ridge Investments Are the Most Recent Firms to Add Strategies WEST PALM BEACH, Fla., December 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 8 strategies have joined the SMArtX platform, offered by four leading asset management firms. The additions bring the...
SMArtX Advisory Solutions Adds 12 More Strategies to its Model Marketplace
Over 1,100 Strategies Now Available Across SMArtX’s Managed Accounts Platform WEST PALM BEACH, Fla., November 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 12 strategies have joined the SMArtX platform from six leading asset management firms. The additions bring the total number of strategies to over 1,103 as the platform marks a 19% increase in...