IN THE NEWS

Articles and Press Releases

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...

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...

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...

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

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

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform  WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset...

SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...

SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week  WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY,...

SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios

Revolutionary Strategist Platform Unveils Access to Premier Asset Management Strategies  WEST PALM BEACH, Fla., September 21st, 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 Russell Investments as the inaugural asset management firm to offer its investment strategies through the innovative SMArtY platform....

SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards

SMArtX’s Managed Accounts Technology Recognized with Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Rebalancer  WEST PALM BEACH, Fla., September 12th, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced that it won two WealthManagement.com 2023 Industry Awards in the categories of TAMPS for their Model Marketplace, and Technology...

SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management

GW&K Investment Management Joins Platform as Loomis Sayles & Company and Northern Trust Investments Expand Presence  WEST PALM BEACH, Fla., September 7th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), is excited to announce the addition of ten investment strategies from esteemed investment management firms GW&K Investment Management, Loomis Sayles...

SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales

Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology  WEST PALM BEACH, Fla., September 6, 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 the appointment of David Pologe as the company's new Executive Vice President of Sales. Mr. Pologe brings a deep history of sales experience from his previous...

SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors

WEST PALM BEACH, Fla., August 15, 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 that the firm’s founder, Evan Rapoport, is stepping down from his role as Chief Executive Officer and handing the reins to the company’s current President & COO, Jonathan Pincus. Mr. Rapoport will continue his service on SMArtX’s board of directors. Evan...

SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace

AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy  WEST PALM BEACH, Fla., August 3, 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 it has added four strategies to its managed accounts platform, with Guardian Capital LP and Montag & Caldwell joining the SMArtX model marketplace.  The platform now...

SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors

"SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give advisors and their clients access to world-class investment solutions and award-winning managed accounts technology to deliver superior outcomes at no cost, which means everyone wins.”  SMArtY offers financial advisors free access to many...

SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies

Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform WEST PALM BEACH, Fla., July 6, 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 it has added 15 strategies to its managed accounts platform, with Blue Sky Asset Management, ST Capital, and Stansberry Asset Management joining the SMArtX model...

SMArtX’s TAMP Introduces 24 New Strategies to its Model Marketplace

Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform  WEST PALM BEACH, Fla., June 8, 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 it has added 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment...

SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), and TradePMR, a technology and custodial services provider, today announced they have teamed up to help financial advisors manage...