IN THE NEWS

Articles and Press Releases

SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform

SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11% WEST PALM BEACH, Fla., January 5, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the...

SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace

Davidson Investment Advisors, Hotchkis & Wiley, Lyrical Asset Management, and Oak Ridge Investments Are the Most Recent Firms to Add Strategies  WEST PALM BEACH, Fla., December 6, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed...

SMArtX Advisory Solutions Adds 12 More Strategies to its Model Marketplace

Over 1,100 Strategies Now Available Across SMArtX’s Managed Accounts Platform WEST PALM BEACH, Fla., November 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 Launches New Enterprise Billing Application

New Billing Solution Available to Existing Enterprise Clients and As a Standalone Solution  WEST PALM BEACH, Fla., October 19, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...

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 platform (‘TAMP’), announced the addition of 12 new investment strategies to its platform. The SMArtX platform now supports 1,086 model-traded and manager-traded separate account strategies offered from a diverse group of 266 asset...

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 announced their assets under management (‘AUM’) reached $27.41 billion after adding $8.37 billion in the first half of 2022. The first and second quarters of 2022 have seen a similar market situation to the first and second quarters...

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 and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to its platform. The SMArtX platform now supports 1,078 model-traded and manager-traded separate account...

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 platform (‘TAMP’), today announced 20 new investment strategies from 10 asset management firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,033 model-traded and manager-traded...

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,...