IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 19 New Strategies
Direct Access to High Quality Model Portfolios and Managers Driving Demand WEST PALM BEACH, Fla., September 7th, 2021 -- 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 expansion of its platform with 19 new strategies. The total number of strategies available in September is now over 890. New investment firms adding strategies to the platform...
SMArtX Advisory Solutions Named to ThinkAdvisor LUMINARIES Class of 2021
SMArtX Recognized as a 2021 LUMINARY for FinTech/TAMP Platforms in the Thought-Leadership & Education Category WEST PALM BEACH, Fla., August 19, 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 today that it has been recognized as a 2021 LUMINARY by ThinkAdvisor in the Thought-Leadership & Education category for the SMArtX 2021...
SMArtX Advisory Solutions Named Finalist in Two Categories for 2021 WealthManagement.com Industry Awards
Founder and CEO Evan Rapoport and Chief Marketing Officer Alex Smith-Ryland Shortlisted as Finalists WEST PALM BEACH, Fla., August 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'), today announced that it has been nominated in two categories for the 2021 Wealth Management Industry Awards. Technology Providers – Chief Executive Officer of The Year: Evan...
SMArtX Advisory Solutions Platform Adds 45 New Strategies as Assets Grow 60% YTD to $17.19 Billion
5 New Firms Joined the Platform as BlackRock and Invesco Further Expand Their Offering WEST PALM BEACH, Fla., August 4, 2021 -- 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 launch of 45 new strategies in August, bringing the total number of broadly available strategies on the platform to 877. SMArtX’s strategy marketplace has continued to expand...
SMArtX Advisory Solutions Expands Partnership with SS&C’s Black Diamond Wealth Platform
Seamless API and data integration enhance business process automation WEST PALM BEACH, Fla., August 3, 2021 -- 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 further expansion of its partnership with SS&C’s Black Diamond® Wealth Platform. A newly enhanced integration between the solutions fosters a more user-friendly client experience and reinforces...
SMArtX Advisory Solutions Expands Platform with 56 New Strategies and Proprietary ETF Model Portfolios
The Turnkey Asset Management Platform Assets Experienced a Nearly Nine-Fold Increase in Assets Under Management Over Trailing Twelve Months (TTM) to $16.5 Billion WEST PALM BEACH, Fla., July 8th, 2021 -- 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 launch of 56 new strategies in July, bringing the total number of broadly available strategies on...
SMArtX Advisory Solutions Expands OCIO Services with Launch of Proprietary Asset Allocation Strategies
The New SMArtX OCIO ETF Target Allocation Strategies Include Seven Actively Managed, Global, Multi-Asset Portfolios WEST PALM BEACH, Fla., July 6th, 2021 -- 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 launch of its proprietary outsourced chief investment officer (‘OCIO’) ETF Target Allocation Strategies. The seven strategies represent a...
New Additions to the SMArtX TAMP Include Strategies from Fidelity Institutional, Russell Investments, and Indxx Cannabis Industry Index
The Turnkey Asset Management Platform Adds 19 Strategies as Assets Reach an All-Time High of $15.902 Billion in AUM WEST PALM BEACH, Fla., June 3rd, 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 recent addition of nineteen strategies in June. New investment strategies from industry leaders Fidelity Institutional and Russell...
SMArtX Advisory Solutions Deepens Their UMA Platform with ESG, Global, and Sector-Based Index Strategies
Investment Strategies from NorthCoast Asset Management, Pearl Impact Capital, and Sustainable Insight Capital Management Are Now Available WEST PALM BEACH, Fla., May 5th, 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 twelve additional strategies in May. NorthCoast...
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...