IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group WEST PALM BEACH, Fla., October 1st, 2020 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts Fidelity Institutional Asset Management, Northern Trust...
American Portfolios Selects SMArtX Advisory Solutions to Power New Managed Accounts Platform
New functionality will integrate across The American Portfolios Advisory Platform to empower advisors with state-of-the-art UMA technology built for the modern advisor September 22, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is proud to announce that American Portfolios (AP) and its Registered Investment Advisor, American Portfolios...
SMArtX Advisory Solutions Wins Wealthie Award in 2020 WealthManagement.com Industry Awards
Unified Managed Account (UMA) Access to Crypto and Alternatives Earns SMArtX Industry AccoladeWEST PALM BEACH, Fla., Sept. 16, 2020 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, was named the winner of a Wealthie Award in the Technology Providers – Alternative Investment Platform category in the 6th Annual WealthManagement.com Industry Awards. Established in...
Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to its investment management platform. TAN worked closely with SMArtX’s Chief Investment...
SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform
June 23, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities, a SMArtX affiliated broker-dealer specializing in alternative investments. The platform focuses on late...
With $4 million VC raise fresh in hand, SMArtX takes next step to shed Black Diamond shadow by hiring a president/COO who casts his own
Jonathan Pincus took overseen assets at Northern Trust from $3 billion to $70 billion at his Chicago firm and learned about SMartX after in his old role Just two months after it raised $4 million to seed a business model shift, SMArtX is hiring as president a former Northern Trust executive to sell to his former peer group. See: After riding Black Diamond's coattails from near zero to $2 billion of AUM, SMArtX raises $4 million. The West Palm Beach, Fla. asset manager -- best known...
SMArtX Appoints Industry Veteran to Serve as New President and COO
May 12, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of Jonathan Pincus as SMArtX’s new President and Chief Operating Officer. Jonathan joins SMArtX from Northern Trust where he most recently held the position of SVP, Global Head of Investment Operations for their Asset Management division. Additionally, Jonathan...
After riding Black Diamond’s coattails from near zero to $2 billion of AUM, SMArtX raises $4 million to compete as a ‘Vestmark’-model firm
The Jacksonville RIA software firm gave the Palm Beach, Fla. fund manager a shot at the fast-track that worked -- but now the three-year contract is almost up Black Diamond and SMArtX needed each other in 2017. They signed an exclusive contract and... BOOM! The market-leading Jacksonville-based performance software giant could compete with TAMPs and the once little-known West Palm Beach, Fla. managed accounts provider got known. Yet with that deal set to expire in 2020, the two semi-siloed...
SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts
March 4, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the launch of its Total Portfolio Solutions program, a collection of pre-built unified managed accounts (‘UMAs’) composed from a subset of the 600 investment strategies available on the SMArtX TAMP. The program provides access to institutional caliber portfolio construction that...
SMArtX Advisory Solutions Announces Closing of Venture Financing Round
February 20, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and turnkey asset management platforms (TAMPs), today announced the closing of its venture financing round of $4 million in equity. The financing was led by ManchesterStory Group, a leading early to growth stage venture capital firm focused on FinTech, InsurTech and Healthcare, as well as existing investors including IA Capital Groups. With this round of funding, SMArtX will...