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SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform.

WEST PALM BEACH, Fla., January 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announced it has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently features 1317 strategies from 300 asset management firms.

Existing firms Alpha Vee Solutions and Ocean Park Asset Management added two strategies to the platform. These strategies include risk managed small cap and strategic income portfolios, respectively.

The full list of new strategies includes:

  • Alpha Vee Solutions
    • Risk Managed Small Cap Top 5 Sector US Equity
  • Essex
    • Small Cap Growth
    • Global Environment Opportunities Strategy (GEOS)
  • M.D. Sass
    • Concentrated Value
  • Ocean Park Asset Management
    • Strategic Income 100
  • Pinnacle Associates
    • SMID Cap Equity
  • Sawgrass Asset Management
    • Diversified Large Cap Growth
    • Small Cap Growth Genesis

“Our commitment to providing award-winning solutions remains unwavering,” says Brad Haag, EVP at SMArtX Advisory Solutions. “We are dedicated to expanding our manager marketplace with esteemed firms that cater to the evolving needs of our clients. Furthermore, we continue to enhance our best-in-class distribution platform, empowering managers to accelerate growth and enhance accessibility to their strategies.”

SMArtX’s continued growth is driven by two main applications of its technology: the off-the-shelf TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

About SMArtX Advisory Solutions
SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitation of managed account technology as it exists today. Modernize asset management with SMArtX: The Foundation of Innovation­­­­­­­.