IN THE NEWS
Articles and Press Releases
Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Headline Expansion of SMArtX Advisory Solutions UMA Platform
SMArtX Advisory Solutions Increases Assets Under Management 928% in the last 12 months, 39% in Q1 2021 WEST PALM BEACH, Fla., April 1, 2021 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of six new firms and thirteen additional strategies for April. Today’s update taps into the growing demand...
Brandes Investment Partners, Eaton Vance, and Krane Funds Advisors Headline New Additions to SMArtX UMA Platform
Access to New International Strategies Play an Effective Role in Global Risk Diversification WEST PALM BEACH, Fla., March 2, 2021 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of three new firms and four additional strategies this month. Brandes Investment Partners and Krane Funds Advisors...
SMArtX 2021 Virtual Awards Recognizes 16 Top Strategies in a One-Of-A-Kind Livestream Event
Leading Strategies Crowned as Winners for Achievements in 2020 during the Inaugural Awards Ceremony WEST PALM BEACH, Fla., February 11, 2021 -- 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 winners of its inaugural 2021 Virtual Awards Ceremony in a one-of-a-kind celebrity-filled show. The winners were announced on February 10 during a livestream on the...
SMArtX Advisory Solutions Adds Advanced Asset Management Advisors and Smooth Sailing Indexes to Its UMA Platform
Additional new strategies from ClearBridge Investments, Dana Investments, Lazard Asset Management, and Northern Trust Investments WEST PALM BEACH, Fla., February 2, 2021 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform by adding two new firms and eleven additional strategies this month. SMArtX continues to expand...
SMArtX Advisory Solutions Expands Its UMA Platform with Five New Firms and Eight Additional Strategies
Accelerated growth to meet client demand remains a dominant theme in the New Year WEST PALM BEACH, Fla., January 6, 2021 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform by adding five new firms and eight additional strategies this month. SMArtX intends to accelerate platform growth to meet client demand with the...
SMArtX Advisory Solutions Announces 2021 Virtual Awards for Platform Strategies
The Awards Will Recognize Best-In-Class Investment Managers Across Long Only, Alternative, and Direct Index Strategies Featured on the SMArtX UMA Platform WEST PALM BEACH, Fla., December 16, 2020 -- 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 inaugural SMArtX 2021 Virtual Awards. The awards will be live streamed on February 10, 2021. The awards...
SMArtX Adds Russell Investment Management and Rothschild & Co. Asset Management
Russell and Rothschild add 23 strategies, alongside 5 new strategies from 3D Asset Management, Gems Management Limited, and Kensington Analytics WEST PALM BEACH, Fla., December 1, 2020 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), added Russell Investment Management and Rothschild & Co. Asset Management to the SMArtX technology platform. They are joined by new...
SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand WEST PALM BEACH, Fla., November 3, 2020 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), expanded the asset managers available on their managed accounts platform with the addition...
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...