Articles and Press Releases

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...

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...

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...

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...

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...

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 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...

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...

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...