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...
Jun 6, 2024
Mondrian Investment Partners Limited and Sound Income Strategies Join the SMArtX Platform WEST PALM BEACH, Fla., June 6, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced...
May 30, 2024
Congratulations to the 30 leading investment strategies earning this year’s accolades. WEST PALM BEACH, Fla., May 29 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, today announced the winners of the SMArtX...
Mar 7, 2024
Richard Bernstein Advisors joins the SMArtX Platform. WEST PALM BEACH, Fla., March 7, 2024 — SMArtX Advisory Solutions (“SMArtX”), aleading innovator in unified managed accounts (UMA) technology, announced it hasadded 23 strategies offered by seven...
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...