IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success
Key addition underscores the company’s unwavering commitment to attracting top talent & accelerating its growth trajectory. SMArtX Advisory Solutions, an innovator in managed accounts technology, announced today the strategic appointment of Brian Watkins as Executive Vice President (EVP), Head of Client Success. This move underscores SMArtX’s unwavering commitment to attracting exceptional talent that fuels its innovation engine and propels its remarkable growth trajectory. Watkins’...
SMArtX Announces New Managers Added to the Select List for Q2 2024
July 18, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List. Explore the newest strategies in each category by filling out the form below. If you have any questions or would like more information about these new strategies or any existing ones on the Select List, please contact us.
SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform WEST PALM BEACH, Fla., July 11, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 21 new strategies from eight leading asset management firms to its rapidly expanding platform. With this expansion, SMArtX’s cutting-edge platform now offers 1,484 strategies from over 300 distinguished asset management firms. Newcomers Moody Aldrich...
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. WEST PALM BEACH, Fla.—July 9, 2024—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts to new investment models while controlling tax impact, setting a new...
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX's dedication to fortifying its leadership team and enhancing service capabilities. Robertiello steps in as Senior Vice President of...
SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal
The Innovative Enhancement Gives Advisors a Complete Picture of Revenue Across Their SMArtX Book of Business We’re excited to announce the launch of the Billing Experience feature within the SMArtX Advisor portal. This new addition empowers advisors with unprecedented visibility into the economics of their practice. We believe billing is the lifeblood of every advisory practice. At the end of the day, the health of an advisor’s firm is measured in revenue generated for the services they...
SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms
Mondrian Investment Partners Limited and Sound Income Strategies Join the SMArtX Platform WEST PALM BEACH, Fla., June 6, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 29 strategies offered by seven leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,475 strategies from over 300 distinguished asset management firms. Newcomers Mondrian...
SMArtX Announces 2024 X Award Winners, Featuring Elite Investment Strategies From Top Asset Managers on the SMArtX Platform
Congratulations to the 30 leading investment strategies earning this year’s accolades. WEST PALM BEACH, Fla., May 29 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, today announced the winners of the SMArtX 2024 X Awards. This annual recognition program, now in its fourth year, honors top-performing strategies within the SMArtX platform’s model marketplace. “The annual X Awards have become a signature SMArtX tradition,” said Jonathan...
SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms
Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform WEST PALM BEACH, Fla., May 9, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?
SMArtX CTO Aaron Wormus recently joined Craig Iskowkitz, the founder of Ezra Group and a well-known fintech expert, on his podcast WealthTech Today. Centered around examining the inner workings of the SMArtX technology, the conversation gets to the heart of what makes SMArtX different from other TAMPs and technology solutions in the advisory industry. But first, let’s answer the question that Craig wanted to clarify right off the bat: What exactly is SMArtX? FinTech or TAMP? SMArtX is, in...