The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified...
Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform. WEST PALM BEACH, Fla., May 4, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
Whether you are billing monthly in arrears or quarterly in advance, creating unique sleeve, account, and household level fee structures, or sharing account revenue with other advisors, billing can be complicated – but it doesn’t have to be. Finding the...
Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., April 11, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in...
Industry Behemoths Invesco Advisers, J.P. Morgan Asset Management, and T. Rowe Price Associates, Inc. Continue to Add Strategies WEST PALM BEACH, Fla., April 5, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA)...
Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?January 18, 2023