Oct 3, 2023
SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...
Sep 28, 2023
Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY,...
Sep 21, 2023
Revolutionary Strategist Platform Unveils Access to Premier Asset Management Strategies WEST PALM BEACH, Fla., September 21st, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...
Aug 15, 2023
WEST PALM BEACH, Fla., August 15, 2023 — 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 that the firm’s...
Jul 11, 2023
“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give...
SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of DirectorsAugust 15, 2023