SMArtX Leverages Flyer Financial Technologies to Upgrade Managed Accounts Solutions WEST PALM BEACH, FL, August 23rd, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and operator of the...
SMArtX Expands both SMA and Model-Delivery Solutions from Industry Leaders WEST PALM BEACH, Fla., August 3, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...
SMArtX has been named finalists in four categories for the 2022 Wealth Management “Wealthies” Industry Awards and two categories for ThinkAdvisor LUMINARIES Awards. WEST PALM BEACH, Fla., July 28, 2022 – SMArtX Advisory Solutions (‘SMArtX’), a...
With increased SEC scrutiny on fiduciary responsibility and doing what’s best for your clients, questions continue to percolate around allocating to third party strategies, in particular the efficiency, timing of trading, and steps taken to reduce variability between...
SMArtX Increases Assets by 44% in the First Half of 2022 WEST PALM BEACH, Fla., July 6, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey...