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...
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)...
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...
Aug 15, 2023
WEST PALM BEACH, Fla., August 15, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX Turnkey Asset Management Platform (‘TAMP’), today announced that the firm’s...
Aug 3, 2023
AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy WEST PALM BEACH, Fla., August 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey...
Jul 11, 2023
“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give...