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Our managed accounts solutions have created a buzz throughout the financial services space. Explore recent news articles for updates to our technology, announcements about our products, and other newsworthy pieces below.
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SMArtX Advisory Solutions Releases 1Q2025 Select List
April 17, 2026
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
May 7, 2026
SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
May 7, 2026
SMArtX Announces New Managers Added to the Select List for Q2 2024
May 7, 2026
SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success
May 7, 2026
SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms
May 7, 2026
SMArtX Advisory Solutions Releases Long Term Outlook
May 7, 2026
SMArtX Advisory Solutions Expands Manager Marketplace With 12 New Strategies From Seven Leading Asset Management Firms
May 7, 2026
SMArtX Advisory Solutions Releases 2025 Annual Outlook
May 7, 2026
SMArtX Advisory Solutions Unveils Q4 Select List Highlighting Elite Investment Strategies
May 7, 2026
SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace
May 7, 2026
SMArtX Advisory Solutions Adds 23 Strategies to Its Manager Marketplace
May 7, 2026
SMArtX Announces New Managers Added to the Select List for Q1 2024
May 7, 2026
SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
May 7, 2026
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?
May 7, 2026
SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms
May 7, 2026
SMArtX Announces 2024 X Award Winners, Featuring Elite Investment Strategies From Top Asset Managers on the SMArtX Platform
May 7, 2026
SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms
May 7, 2026
SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal
May 7, 2026
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
May 7, 2026
SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios
May 7, 2026
SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform
May 7, 2026
SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms
May 7, 2026
SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies
May 7, 2026
SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform
May 7, 2026
SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace
May 7, 2026
SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers
May 7, 2026
SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace
May 7, 2026
SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace
May 7, 2026
SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor
May 7, 2026
SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms
May 7, 2026
SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions
May 7, 2026
SMArtX’s TAMP Introduces 24 New Strategies to its Model Marketplace
May 7, 2026
SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies
May 7, 2026
SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors
May 7, 2026
SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace
May 7, 2026
SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors
May 7, 2026
SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales
May 7, 2026
SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management
May 7, 2026
SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards
May 7, 2026
Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform
May 8, 2026
SMArtX Advisory Solutions Launches New Enterprise Billing Application
May 8, 2026
SMArtX Advisory Solutions Adds 12 More Strategies to its Model Marketplace
May 8, 2026
SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace
May 8, 2026
SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform
May 8, 2026
Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform
May 8, 2026
ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform
May 8, 2026
SMArtX Advisory Solutions Expands its Select Manager List
May 8, 2026
SMArtX UMA Platform Surges with the Addition of 54 Strategies
May 8, 2026
Third Annual SMArtX “X” Awards Announces Winners, Recognizes Asset Management Excellence
May 8, 2026
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
May 8, 2026
SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies
May 8, 2026
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
May 8, 2026
SMArtX Advisory Solutions AUM Reaches $27.41 Billion
May 8, 2026
SMArtX Advisory Solutions Expands Its Turnkey Asset Management Platform with 12 New Strategies
May 8, 2026
SMArtX Advisory Solutions Nominated for Six Industry Awards
May 8, 2026
SMArtX Advisory Solutions Turnkey Asset Management Platform Builds its Ranks with 14 New Strategies
May 8, 2026
SMArtX Advisory Solutions Announces Partnership with Flyer Financial Technologies
May 8, 2026
Seven New Strategies Join the SMArtX Advisory Solutions Platform
May 8, 2026
SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards
May 8, 2026
SMArtX Advisory Solutions Expands with Another 27 New Strategies on its Turnkey Asset Management Platform
May 8, 2026
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
May 8, 2026
SMArtX Advisory Solutions Announces Five New Firms and 27 Strategies to its Turnkey Asset Management Platform
May 8, 2026
SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List
May 8, 2026
SMArtX Advisory Solutions Welcomes 23 New Strategies from 6 Firms to its Turnkey Asset Management Platform
May 8, 2026
SMArtX Advisory Solutions Adds New Equity Strategies to Their Turnkey Asset Management Platform
May 8, 2026
SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards
May 8, 2026
2nd Annual SMArtX 2022 Virtual Awards Announces Winners, Recognizing Asset Management Excellence
May 8, 2026
SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone
May 8, 2026
SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies
May 8, 2026
SMArtX Advisory Solutions Deepens Their UMA Platform with ESG, Global, and Sector-Based Index Strategies
May 8, 2026
New Additions to the SMArtX TAMP Include Strategies from Fidelity Institutional, Russell Investments, and Indxx Cannabis Industry Index
May 8, 2026
SMArtX Advisory Solutions Expands OCIO Services with Launch of Proprietary Asset Allocation Strategies
May 8, 2026
SMArtX Advisory Solutions Expands Platform with 56 New Strategies and Proprietary ETF Model Portfolios
May 8, 2026
SMArtX Advisory Solutions Expands Partnership with SS&C’s Black Diamond Wealth Platform
May 8, 2026
SMArtX Advisory Solutions Platform Adds 45 New Strategies as Assets Grow 60% YTD to $17.19 Billion
May 8, 2026
SMArtX Advisory Solutions Named Finalist in Two Categories for 2021 WealthManagement.com Industry Awards
May 8, 2026
SMArtX Advisory Solutions Named to Think Advisor LUMINARIES Class of 2021
May 8, 2026
SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 19 New Strategies
May 8, 2026
SMArtX Advisory Solutions Gains 23 New Strategies on its Turnkey Asset Management Platform
May 8, 2026
American Portfolios Selects SMArtX Advisory Solutions to Power New Managed Accounts Platform
May 8, 2026
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
May 8, 2026
SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion
May 8, 2026
SMArtX Adds Russell Investment Management and Rothschild & Co. Asset Management
May 8, 2026
SMArtX Advisory Solutions Announces 2021 Virtual Awards for Platform Strategies
May 8, 2026
SMArtX Advisory Solutions Expands Its UMA Platform with Five New Firms and Eight Additional Strategies
May 8, 2026
SMArtX Advisory Solutions Adds Advanced Asset Management Advisors and Smooth Sailing Indexes to Its UMA Platform
May 8, 2026
SMArtX 2021 Virtual Awards Recognizes 16 Top Strategies in a One-Of-A-Kind Livestream Event
May 8, 2026
Brandes Investment Partners, Eaton Vance, and Krane Funds Advisors Headline New Additions to SMArtX UMA Platform
May 8, 2026
Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Headline Expansion of SMArtX Advisory Solutions UMA Platform
May 8, 2026
FolioBeyond and S-Network Launch New Fixed Income Index Model on SMArtX
May 8, 2026
SMArtX Advisory Solutions Announces Closing of Venture Financing Round
May 8, 2026
SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts
May 8, 2026
SMArtX Appoints Industry Veteran to Serve as New President and COO
May 8, 2026
SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform
May 8, 2026
Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies
May 8, 2026
SMArtX Advisory Solutions Wins Wealthie Award in 2020 WealthManagement.com Industry Awards
May 8, 2026
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May 12, 2026
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