News Articles

SMArtX Advisory Solutions Gains 23 New Strategies on its Turnkey Asset Management Platform

Award-Winning Managers Continue to Join SMArtX Platform 

WEST PALM BEACH, Fla., October 6th, 2021 — 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 the expansion of its platform with 23 new strategies. The total number of strategies available in October is over 900.  

There are nine new firms offering investment strategies through the SMArtX platform. Coming onboard with several model delivery strategies are Ark Investment Management, Cambiar Investors, O’Shaughnessy Asset Management, Palouse Capital Management, and Sheets Smith Investment Management. Joining them are several manager-traded separate account strategies coming from Aristotle Credit Partners, Belle Haven Investments, Measured Risk Portfolios, and Western Asset Management. Existing platform firms added model delivery strategies as well, including internationally focused and large cap core models from The Ithaka Group, The London Company, and WCM Investment Management.

The complete list of new strategies incudes: 

Aristotle Credit Partners

  • High Yield Bond Focused ESG
  • Short Duration High Yield Bond

Ark Investment Management

  • Disruptive Innovation Global Growth

Belle Haven Investments

  • 3-17 Muni Ladder
  • Ladder PLUS
  • Muni PLUS
  • Taxable PLUS
  • Taxable Ladder PLUS

Cambiar Investors

  • Large Cap Value
  • SMID Value

Measured Risk Portfolios

  • Core
  • Measured Risk Portfolio

O’Shaughnessy Asset Management

  • Market Leaders Value

Palouse Capital Management

  • Diversified Income
  • Large-Cap Value
  • Large-Cap Value Total Return
  • Small/Mid Value

Sheets Smith Investment Management

  • Absolute Return Balanced Portfolio

The Ithaka Group

  • EAFE Strategy

The London Company

  • Large Cap Core

WCM Investment Management

  • Focused International Value

Western Asset Management

  • Core
  • Core Plus 

The new strategies are all available on the award-winning, cloud-based SMArtX TAMP, which consolidates modern tools with innovative functionality to streamline the investment workflow of registered investment advisors and broker-dealers across the industry. 

“SMArtX continues to attract many of the industry’s largest and well-known firms to feature on its managed accounts platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The addition of these investment firms is indicative of where are today and, more importantly, what we see coming down the pike in the near future.”  

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. 

“Offering manager-traded and model delivery strategies through our unified managed account platform provides a centralized solution for our clients to administer their entire investment workflow,” said Jonathan Pincus, President & COO of SMArtX. “The SMArtX platform, with its API-first, cloud-native technology continues to support some of the advisory industry’s largest firms as they continue to replace their existing managed accounts technology with SMArtX’s tailored solutions.” 

About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’).  SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.   SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution.  SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers.