Jul 6, 2023
Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform WEST PALM BEACH, Fla., July 6, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the...
Jun 8, 2023
Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform WEST PALM BEACH, Fla., June 8, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
May 31, 2023
The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified...
May 4, 2023
Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform. WEST PALM BEACH, Fla., May 4, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
Apr 11, 2023
Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., April 11, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in...
Apr 5, 2023
Industry Behemoths Invesco Advisers, J.P. Morgan Asset Management, and T. Rowe Price Associates, Inc. Continue to Add Strategies WEST PALM BEACH, Fla., April 5, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA)...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024