Sep 10, 2024
Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management Join the SMArtX Platform WEST PALM BEACH, Fla.–SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed...
Aug 8, 2024
American Drive Model Portfolios and Cohen & Steers Join the SMArtX Platform WEST PALM BEACH, Fla., August 8, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 22 new...
Jul 11, 2024
Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform WEST PALM BEACH, Fla., July 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 21 new...
Jul 10, 2024
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. WEST PALM BEACH, Fla.—July 9, 2024—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts...
Nov 16, 2023
The new platform represents a significant advancement in SMArtX’s technology offering. WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics...
Nov 9, 2023
Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., November 9, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced...
