IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Announces Five New Firms and 27 Strategies to its Turnkey Asset Management Platform
Expansion of the SMArtX TAMP Platform directly follows the announcement of new strategic and commercial relationship WEST PALM BEACH, Fla., December 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’), today announced the expansion of its platform with five new firms and 27 strategies. The SMArtX platform now supports over 950 model-traded and manager-traded...
Morningstar downloads SMArtX–off-loads APL–to reload its stumbling TAMP to take on Envestnet-Orion for enterprises and RIAs
The Chicago giant sits on 180,000 largely unmonetized desktops thanks to its 'Work Station' and 'Office' software, but its RIA TAMP assets are meager after having no UMA to compete. November 18, 2021 — 11:25 PM by Oisin Breen Brooke's Note: In financial journalism we throw around the term TAMP like it's candy, as if it stands for some defined, commoditized productized service that any fool would know, if they saw it. In this article, we commit the same misdemeanor because it beats the felony...
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform WEST PALM BEACH, Fla., November 16th, 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 a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading independent research provider Morningstar, Inc....
SMArtX Advisory Solutions Expands with Another 27 New Strategies on its Turnkey Asset Management Platform
Year to date (YTD) growth of 64% represents an all-time high of $18 billion Assets Under Management (AUM) WEST PALM BEACH, Fla., November 2nd, 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 27 new strategies. The SMArtX platform now supports over 930 model traded and manager-traded separate account strategies....
SMArtX Advisory Solutions Gains 23 New Strategies on its Turnkey Asset Management Platform
Award-Winning Managers Continue to Join SMArtX Platform WEST PALM BEACH, Fla., October 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 expansion of its platform with 23 new strategies. The total number of strategies available in October is over 900. There are nine new firms offering investment strategies through the SMArtX platform....
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...