Asset Managers

Distribution is a core element of a successful asset management firm and model portfolios have opened a new pathway for firms to reach investors around the world. Turnkey asset management platforms (‘TAMPs’) like SMArtX gather investors in one centralized location to help asset managers achieve scale across multiple firms with little or no additional operational burden, while providing access to billions in investable assets.

SMArtX Advisory Solutions managed accounts technology then takes it one step further to provide asset managers with an opportunity to manage their own custom TAMP.  The platform is a fully curated, centralized source for all managed account investments and individual securities, including mutual funds and ETFs, where asset managers can directly offer access to a complete selection of their investment strategies in multiple formats. Asset managers can leverage all the existing technology of a TAMP, but with full control and brand management. Contact us for more information.