Sep 7, 2023
GW&K Investment Management Joins Platform as Loomis Sayles & Company and Northern Trust Investments Expand Presence WEST PALM BEACH, Fla., September 7th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA)...
Sep 6, 2023
Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology WEST PALM BEACH, Fla., September 6, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
Aug 15, 2023
WEST PALM BEACH, Fla., August 15, 2023 — 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 that the firm’s...
Aug 3, 2023
AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy WEST PALM BEACH, Fla., August 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey...
Jul 25, 2023
As the financial landscape grows increasingly complex, the demands on financial advisors are expanding concurrently. Advisors are now expected to navigate a vast array of investment options, maintain regulatory compliance, manage diverse business operations, while...
