Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group WEST PALM BEACH, Fla., October 1st, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts...
New functionality will integrate across The American Portfolios Advisory Platform to empower advisors with state-of-the-art UMA technology built for the modern advisor September 22, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a...
Unified Managed Account (UMA) Access to Crypto and Alternatives Earns SMArtX Industry Accolade WEST PALM BEACH, Fla., Sept. 16, 2020 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and...
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts...
June 23, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to Deal...
May 12, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of Jonathan Pincus as SMArtX’s new...
Unified Managed Accounts (UMAs)September 25, 2020
No Fee TradingJune 24, 2020