IN THE NEWS

Articles and Press Releases

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...

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...