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SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms

Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform WEST PALM BEACH, Fla., May 9, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset...

Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?

SMArtX CTO Aaron Wormus recently joined Craig Iskowkitz, the founder of Ezra Group and a well-known fintech expert, on his podcast WealthTech Today. Centered around examining the inner workings of the SMArtX technology, the conversation gets to the heart of what makes SMArtX different from other TAMPs and technology solutions in the advisory industry.

From Data Wrangler to Informed Decision Maker: Discover the All-New SMArtX Rebalancer

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 broader range of problems more effectively than before.   In one of these discovery sessions, an advisor shared his process of gathering and cross-referencing tax lot data from his custodians and the transactions from his rebalancer...

Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?

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 Simple: Automated account billing set up. Human error occurs and sometimes accounts are not set up correctly in the first place, or the billing for an account changes over time. Bill each account correctly from Day 1. Make...

Does Your Choice of Trading Technology Cost Your Client?

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 accounts and investment models.  In today’s fast moving, fluctuating markets, any kind of delay can have various effects on the portfolio’s performance metrics and therefore, the client’s investment return. While technology fees...

SMArtX Virtual Awards Firm Spotlight – Schafer Cullen Capital Management

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.Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend Value Equity Strategy, a finalist in this year’s awards for Small/Mid Cap Strategy of the Year. The firm was founded in 1983 in midtown Manhattan by their current Chairman and CEO Jim Cullen and has...

SMArtX Virtual Awards Strategy Spotlight – Dana Investments

  Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year.   Dana Investments has been managing capital for 42 years, initially as a fixed income investment firm, and then introduced equity investing in 1999.  Their disciplined, intentional investment approach focused on managing risk became the centerpoint of their investment...

SMArtX Virtual Awards Strategy Spotlight – Suncoast Dividend Growth

  Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Equity Management, and winner of the SMArtX Virtual Award for Large Cap Strategy of the Year.  Suncoast maintains 2 other strategies on the SMArtX platform, in addition to Dividend growth, the winner of SMArtX Virtual Award.  SMID Cap Strategy and Select Growth, with a 24 year track record large cap growth with less focus on dividend-paying stocks.  First and foremost,...