“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give...
Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform WEST PALM BEACH, Fla., July 6, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the...
Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform WEST PALM BEACH, Fla., June 8, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
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...
