IN THE NEWS
Articles and Press Releases
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 management firms joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed...
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 their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform....
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, the highly anticipated manager-sponsored strategist platform. The platform is built utilizing SMArtX’s award-winning managed accounts technology. SMArtY is designed to deliver a turnkey, cost-effective managed accounts platform...
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...