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SMArtX Advisory Solutions Adds 23 Strategies to Its Manager Marketplace

Mar 7, 2024

Richard Bernstein Advisors joins the SMArtX Platform. WEST PALM BEACH, Fla., March 7, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 23 strategies offered by seven...

From Data Wrangler to Informed Decision Maker: Discover the All-New SMArtX Rebalancer

Feb 23, 2024

At SMArtX, we believe we can make managed accounts better for everyone in the industry. We’re committed to working with our clients to help them evolve and scale their practice. As part of that, we are constantly working to get feedback that will help us solve a...

SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace

Feb 8, 2024

Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform. WEST PALM BEACH, Fla., February 8, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies...

SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor

Jan 11, 2024

Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth. WEST PALM BEACH, Fla., January 11, 2024 – SMArtX Advisory Solutions (“SMArtX”), a trailblazer...

SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

Jan 11, 2024

Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., January 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announced it has added eight...
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