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SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

Oct 3, 2023

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...

SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

Sep 28, 2023

Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week  WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY,...

SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios

Sep 21, 2023

Revolutionary Strategist Platform Unveils Access to Premier Asset Management Strategies  WEST PALM BEACH, Fla., September 21st, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...

SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards

Sep 11, 2023

SMArtX’s Managed Accounts Technology Recognized with Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Rebalancer  WEST PALM BEACH, Fla., September 12th, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified...

SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management

Sep 7, 2023

GW&K Investment Management Joins Platform as Loomis Sayles & Company and Northern Trust Investments Expand Presence  WEST PALM BEACH, Fla., September 7th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA)...

SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales

Sep 6, 2023

Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology  WEST PALM BEACH, Fla., September 6, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
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Recent Posts

  • SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms
    October 3, 2023
  • SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform
    September 28, 2023
  • SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios
    September 21, 2023
  • SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards
    September 11, 2023
  • SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management
    September 7, 2023
  • SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales
    September 6, 2023
  • SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors
    August 15, 2023
  • SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace
    August 3, 2023
  • Outsourced Investment Management White Paper
    July 25, 2023
  • SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors
    July 11, 2023
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