IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
First Trust Advisors forges partnership and joins the SMArtX Platform WEST PALM BEACH, Fla., April 4, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms. Notably, First Trust Advisors now offers 23 of their...
SMArtX Announces New Managers Added to the Select List for Q1 2024
March 7, 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 for the period ending December 31, 2023. 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 Adds 23 Strategies to Its Manager Marketplace
Richard Bernstein Advisors joins the SMArtX Platform. WEST PALM BEACH, Fla., March 7, 2024 -- SMArtX Advisory Solutions ("SMArtX"), aleading innovator in unified managed accounts (UMA) technology, announced it hasadded 23 strategies offered by seven leading asset management firms to itsplatform. The platform currently features 1,350 strategies from over 300 assetmanagement firms. Richard Bernstein Advisors is now offering a global risk-balanced moderate strategyfrom their ETF product suite....
SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace
Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform. WEST PALM BEACH, Fla., February 8, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies offered by six leading asset management firms to its platform. Bahl & Gaynor and Cantor Fitzgerald are now offering strategies across growth and equity. The platform currently features 1327 strategies from over 300 asset management firms....
SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor
Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth. WEST PALM BEACH, Fla., January x, 2024 – SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor. Hays, a 35-year industry veteran, brings unparalleled expertise to SMArtX, having served as President and Chief Executive Officer of Wells Fargo...
SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace
Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., January 11, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, announced it has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently...
SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace
Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform. WEST PALM BEACH, Fla., December 6, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal,...
SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers
The new platform represents a significant advancement in SMArtX’s technology offering. WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics platform designed to help asset managers leverage data-driven insights. The platform, which enables users to improve their decision-making processes and unlock new avenues for business development, is available to asset managers...
SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace
Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., November 9, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered by six leading asset management firms to its platform. Trillium Asset Management and New Capital by EFG Asset Management are now offering strategies across ESG core equity and US Small Cap Growth, respectively....
SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform
Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY WEST PALM BEACH, Fla., November 7, 2023 – 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 its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY...