Dec 6, 2023
Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform. WEST PALM BEACH, Fla., December 6, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology,...
Nov 16, 2023
The new platform represents a significant advancement in SMArtX’s technology offering. WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics...
Nov 9, 2023
Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., November 9, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced...
Nov 7, 2023
Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY WEST PALM BEACH, Fla., November 7, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and...
Oct 5, 2023
Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset...