IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX's dedication to fortifying its leadership team and enhancing service capabilities. Robertiello steps in as Senior Vice President of...
SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal
The Innovative Enhancement Gives Advisors a Complete Picture of Revenue Across Their SMArtX Book of Business We’re excited to announce the launch of the Billing Experience feature within the SMArtX Advisor portal. This new addition empowers advisors with unprecedented visibility into the economics of their practice. We believe billing is the lifeblood of every advisory practice. At the end of the day, the health of an advisor’s firm is measured in revenue generated for the services they...
SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms
Mondrian Investment Partners Limited and Sound Income Strategies Join the SMArtX Platform WEST PALM BEACH, Fla., June 6, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 29 strategies offered by seven leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,475 strategies from over 300 distinguished asset management firms. Newcomers Mondrian...
SMArtX Announces 2024 X Award Winners, Featuring Elite Investment Strategies From Top Asset Managers on the SMArtX Platform
Congratulations to the 30 leading investment strategies earning this year’s accolades. WEST PALM BEACH, Fla., May 29 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, today announced the winners of the SMArtX 2024 X Awards. This annual recognition program, now in its fourth year, honors top-performing strategies within the SMArtX platform’s model marketplace. “The annual X Awards have become a signature SMArtX tradition,” said Jonathan...
SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms
Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform WEST PALM BEACH, Fla., May 9, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?
SMArtX CTO Aaron Wormus recently joined Craig Iskowkitz, the founder of Ezra Group and a well-known fintech expert, on his podcast WealthTech Today. Centered around examining the inner workings of the SMArtX technology, the conversation gets to the heart of what makes SMArtX different from other TAMPs and technology solutions in the advisory industry. But first, let’s answer the question that Craig wanted to clarify right off the bat: What exactly is SMArtX? FinTech or TAMP? SMArtX is, in...
SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
First Trust Advisors forges partnership and joins the SMArtX Platform WEST PALM BEACH, Fla., April 4, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms. Notably, First Trust Advisors now offers 23 of their...
SMArtX Announces New Managers Added to the Select List for Q1 2024
March 7, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List for the period ending December 31, 2023. Explore the newest strategies in each category by filling out the form below. If you have any questions or would like more information about these new strategies or any existing ones on the Select List, please contact us.
SMArtX Advisory Solutions Adds 23 Strategies to Its Manager Marketplace
Richard Bernstein Advisors joins the SMArtX Platform. WEST PALM BEACH, Fla., March 7, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 23 strategies offered by seven leading asset management firms to its platform. The platform currently features 1,350 strategies from over 300 asset management firms. Richard Bernstein Advisors is now offering a global risk-balanced moderate strategy from their ETF product...
SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace
Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform. WEST PALM BEACH, Fla., February 8, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies offered by six leading asset management firms to its platform. Bahl & Gaynor and Cantor Fitzgerald are now offering strategies across growth and equity. The platform currently features 1327 strategies from over 300 asset management firms....