IN THE NEWS

Articles and Press Releases

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...

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...

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...

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...

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 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...

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...

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...

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...

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...