IN THE NEWS

Articles and Press Releases

Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform

J.P. Morgan Asset Management, John Hancock Investment Management, Lazard Asset Management, Nuveen Asset Management, and PIMCO Add More Than a Dozen Strategies Across a Broad Array of Asset Classes.  WEST PALM BEACH, Fla., October 4, 2022 -- SMArtX...

SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards

SMArtX’s Turnkey Asset Management Platform Receives Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Chief Marketing Officer of the Year  WEST PALM BEACH, Fla., September 27th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in...

Seven New Strategies Join the SMArtX Advisory Solutions Platform

New Asset Management Firms – Astor Investment Management, Kayne Anderson Capital Advisors, L.P. and Winslow Capital – Further Expand SMArtX’s Turnkey Asset Management Platform (TAMP).  WEST PALM BEACH, Fla., September 7, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a...

SMArtX Advisory Solutions Announces Partnership with Flyer Financial Technologies 

SMArtX Leverages Flyer Financial Technologies to Upgrade Managed Accounts Solutions WEST PALM BEACH, FL, August 23rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology and operator of the SMArtX turnkey...

SMArtX Advisory Solutions Turnkey Asset Management Platform Builds its Ranks with 14 New Strategies

SMArtX Expands both SMA and Model-Delivery Solutions from Industry Leaders WEST PALM BEACH, Fla., August 3, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...

SMArtX Advisory Solutions Nominated for Six Industry Awards

SMArtX has been named finalists in four categories for the 2022 Wealth Management “Wealthies” Industry Awards and two categories for ThinkAdvisor LUMINARIES Awards. WEST PALM BEACH, Fla., July 28, 2022 - SMArtX Advisory Solutions (‘SMArtX’), a leading...

SMArtX Advisory Solutions Expands Its Turnkey Asset Management Platform with 12 New Strategies

SMArtX Increases Assets by 44% in the First Half of 2022 WEST PALM BEACH, Fla., July 6, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management...

SMArtX Advisory Solutions AUM Reaches $27.41 Billion

Assets Increased 44% in First Half of 2022 WEST PALM BEACH, Fla., June 29th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today...

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. WEST PALM BEACH, Fla., June 2, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology...

SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies

Industry Heavyweight Janus Henderson Adds 7 Strategies to the Platform  WEST PALM BEACH, Fla., May 4th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management...

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management

SMArtX Closes Series D Round with $30 million Investment; Morningstar’s Daniel Needham and Michael Holt Join SMArtX Board WEST PALM BEACH, Fla., May 3rd, 2022 -- 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 closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent...

SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies

Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others WEST PALM BEACH, Fla., April 5th, 2022 -- 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 14 new investment strategies from 11 different firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 model-traded and...

SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone

The addition of 36 new investment strategies from 14 firms drives record-setting growth  WEST PALM BEACH, Fla., March 8, 2022 -- 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 addition of 36 new investment strategies from 14 firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 1,000 model-traded and...

2nd Annual SMArtX 2022 Virtual Awards Announces Winners, Recognizing Asset Management Excellence

Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform  WEST PALM BEACH, Fla., March 3rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards.  Now in its second year, the Awards recognized 11 leading...

SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards

Recognizing leading investment strategies on the SMArtX Turnkey Asset Management Platform, the awards encompass 11 categories across 978 models. Winners will be announced on March 2, 2022, during a livestream event.  WEST PALM BEACH, Fla., February 10, 2022 -- 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 Finalists for the 2022 SMArtX...

SMArtX Advisory Solutions Adds New Equity Strategies to Their Turnkey Asset Management Platform

WEST PALM BEACH, Fla., February 3, 2022 -- 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 addition of six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 model-traded and manager-traded separate account strategies.  New platform firms Andersen Capital Management,...

SMArtX Advisory Solutions Welcomes 23 New Strategies from 6 Firms to its Turnkey Asset Management Platform

SMArtX Wraps Up 2021 with 73% AUM Growth as Assets Top $19.03 Billion  WEST PALM BEACH, Fla., January 4, 2022 -- 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 six firms adding a total of twenty-three new strategies to their TAMP. The SMArtX platform now supports over 970 model-traded and manager-traded separate...

SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List

The Select List Provides Extra Due Diligence on Existing Platform Strategies  WEST PALM BEACH, Fla., December 15, 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 outsourced chief investment officer (‘OCIO’) services with the publication of the SMArtX Select list.  The Select list is a subset of investment strategies...

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...

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....