Feb 6, 2023
SMArtX Billing Continues to Expand as Billed Assets Approach $10 Billion WEST PALM BEACH, Fla., February 7, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...
Jan 18, 2023
Most firms are not aware of how much revenue is lost by inaccurate billing, it’s why SMArtX built our own billing application for firms who use our platform or for those just looking for a flexible, accurate, and customizable billing solution. The Advantages are...
Jan 5, 2023
SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11% WEST PALM BEACH, Fla., January 5, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
Dec 6, 2022
Davidson Investment Advisors, Hotchkis & Wiley, Lyrical Asset Management, and Oak Ridge Investments Are the Most Recent Firms to Add Strategies WEST PALM BEACH, Fla., December 6, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator...
Nov 9, 2022
Legacy technology is slowing down the financial services industry. Systems exist today that were built 10, 20, even 30 years ago and they have not adapted to the changing world around them. This is one reason why new technologies are moving to replace them as demand...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024