March 4, 2020 – West Palm Beach, FL:
SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the launch of its Total Portfolio Solutions program, a collection of pre-built unified managed accounts (‘UMAs’) composed from a subset of the 600 investment strategies available on the SMArtX TAMP. The program provides access to institutional caliber portfolio construction that leverages best in breed managers to deliver better investment outcomes. The low-cost portfolios can be implemented intra-day and are designed for clients ranging from conservative to aggressive on the risk spectrum, with investment sizes starting at $20,000. Portfolios can be used as a complete solution or serve as a core or satellite portfolio when paired with other strategies.
The Total Portfolio Solutions program provides clients with a scalable, turnkey process to manage their entire business. Clients can also employ SMArtX’s OCIO services to tailor the solutions to meet specific mandates. Enterprise clients can leverage the same technology to create and distribute pre-built portfolios to their financial advisors, where each set of solutions can be white-labelled and curated to simplify the investment process.
The Total Portfolio Solutions program brings advisors one step closer to an automated investment process, thereby freeing up resources to use on revenue producing activities, said Evan Rapoport, CEO of SMArtX Advisory Solutions. Enterprise clients can capitalize on an OCIO with over 20 years of institutional portfolio construction experience, making it easier to implement and manage investments at scale.
SMArtX features strategies from prominent investment firms like BlackRock, Legg Mason, State Street, Alliance Bernstein, and Neuberger Berman, as well as a host of alternative and index strategies to create optimal portfolios across the investment spectrum. Furthermore, each solution can be complemented with individual equities, mutual funds, ETFs, in-house strategies, or third-party models to create a customized solution.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions (www.smartxadvisory.com) is a managed accounts technology provider and manages SMArtX, a turnkey asset management platform. It is the only TAMP to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.
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