IN THE NEWS

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SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace

Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform. WEST PALM BEACH, Fla., February 8, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies offered by six...

SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor

Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth. WEST PALM BEACH, Fla., January x, 2024 – SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed...

SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., January 11, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announced it has added eight strategies...

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform

Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform  WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset...

SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...

SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week  WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY,...

SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace

Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform. WEST PALM BEACH, Fla., February 8, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies offered by six leading asset management firms to its platform. Bahl & Gaynor and Cantor Fitzgerald are now offering strategies across growth and equity. The platform currently features 1327 strategies from over 300 asset management firms....

SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor

Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth. WEST PALM BEACH, Fla., January x, 2024 – SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor. Hays, a 35-year industry veteran, brings unparalleled expertise to SMArtX, having served as President and Chief Executive Officer of Wells Fargo...

SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., January 11, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announced it has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently...

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform. WEST PALM BEACH, Fla., December 6, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal,...

SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers

The new platform represents a significant advancement in SMArtX’s technology offering. WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics platform designed to help asset managers leverage data-driven insights. The platform, which enables users to improve their decision-making processes and unlock new avenues for business development, is available to asset managers...

SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.  WEST PALM BEACH, Fla., November 9, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered by six leading asset management firms to its platform. Trillium Asset Management and New Capital by EFG Asset Management are now offering strategies across ESG core equity and US Small Cap Growth, respectively....

SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform

Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY WEST PALM BEACH, Fla., November 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’), today announced its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY...

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform  WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed...

SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform....

SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week  WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY, the highly anticipated manager-sponsored strategist platform. The platform is built utilizing SMArtX’s award-winning managed accounts technology. SMArtY is designed to deliver a turnkey, cost-effective managed accounts platform...