Articles and Press Releases

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 turnkey asset management platform (‘TAMP’), announced its new enterprise billing application designed to streamline, simplify, and optimize the billing process for larger independent RIAs and broker-dealers. The application is...

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 Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced that six new global investment and asset management...

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 unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it won two WealthManagement.com 2022 Industry Awards in the categories of TAMPS: Model Marketplaces and...

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 leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of seven new investment strategies to its platform. The SMArtX platform...

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 asset management platform (‘TAMP’), announced a partnership with Flyer Financial Technologies (‘Flyer FT’) and its Co-Pilot OEMS, a cloud-based order and execution management platform. The integration of Flyer FT’s Co-Pilot OEMS and...

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 management platform (‘TAMP’), announced the addition of 14 new investment strategies to its platform. The SMArtX platform now supports 1,095 model-traded and manager-traded separate account strategies offered from a diverse group of 268...

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 innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), has been named a finalist for four categories in 2022 Wealth Management “Wealthies” Industry Awards...

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...

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...

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...