Apr 4, 2024
First Trust Advisors forges partnership and joins the SMArtX Platform WEST PALM BEACH, Fla., April 4, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies...
Apr 3, 2024
March 7, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List for the period ending December 31, 2023. Explore the newest strategies in...
Feb 23, 2024
At SMArtX, we believe we can make managed accounts better for everyone in the industry. We’re committed to working with our clients to help them evolve and scale their practice. As part of that, we are constantly working to get feedback that will help us solve a...
Jan 18, 2023
Most firms are not aware of how much revenue is lost by inaccurate billing, it’s why SMArtX built our own billing application for firms who use our platform or for those just looking for a flexible, accurate, and customizable billing solution. The Advantages are...
Jul 21, 2022
With increased SEC scrutiny on fiduciary responsibility and doing what’s best for your clients, questions continue to percolate around allocating to third party strategies, in particular the efficiency, timing of trading, and steps taken to reduce variability between...
Apr 27, 2022
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards. Watch the Schafer Cullen Webinar Schafer Cullen features 6...
