IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Unveils Q4 Select List Highlighting Elite Investment Strategies
SMArtX’s Select List Empowers Advisors with Top-Tier Investment Choices SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the latest update to its Select List. This meticulously curated list represents the pinnacle of investment strategies currently available on the SMArtX platform, identified through an extensive screening process overseen by Chief Investment Officer, Dan Phillips, and Chief Investment Strategist Pascal Roduit. The...
SMArtX Advisory Solutions Releases 2025 Annual Outlook
“Everything’s changed” has been a common post-election refrain from investors. SMArtX Investment Solutions digs into the “how” in its latest report. WEST PALM BEACH, Fla.–The SMArtX Investment Solutions team today published the 2025 edition of its annual outlook. The team expects equity gains to continue, albeit at a slower pace than the torrid 26.4% return the Russell 3000 has realized thus far this year. Meanwhile, credit markets are also expected to carry the momentum into the new year -...
SMArtX Advisory Solutions Expands Manager Marketplace With 12 New Strategies From Seven Leading Asset Management Firms
Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management Join the SMArtX Platform WEST PALM BEACH, Fla.--SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 12 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,514 strategies from 315 distinguished asset management...
SMArtX Advisory Solutions Releases Long Term Outlook
Inaugural capital market assumptions report is the first publication for the new SMArtX Investment Insights research portal, designed to support the end-to-end investment process. WEST PALM BEACH, Fla.--(BUSINESS WIRE)--The SMArtX Investment Solutions team is excited to announce the release of its inaugural capital market assumptions report, providing the asset class return, risk and correlation assumptions necessary to construct efficient investment portfolios. Specifically, the report...
SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms
American Drive Model Portfolios and Cohen & Steers Join the SMArtX Platform WEST PALM BEACH, Fla., August 8, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its rapidly expanding Model Marketplace. SMArtX’s cutting-edge platform now offers 1,505 strategies from over 300 distinguished asset management firms. Joining the platform are newcomers...
SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success
Key addition underscores the company’s unwavering commitment to attracting top talent & accelerating its growth trajectory. SMArtX Advisory Solutions, an innovator in managed accounts technology, announced today the strategic appointment of Brian Watkins as Executive Vice President (EVP), Head of Client Success. This move underscores SMArtX’s unwavering commitment to attracting exceptional talent that fuels its innovation engine and propels its remarkable growth trajectory. Watkins’...
SMArtX Announces New Managers Added to the Select List for Q2 2024
July 18, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List. Explore the newest strategies in each category by filling out the form below. If you have any questions or would like more information about these new strategies or any existing ones on the Select List, please contact us.
SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform WEST PALM BEACH, Fla., July 11, 2024 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 21 new strategies from eight leading asset management firms to its rapidly expanding platform. With this expansion, SMArtX’s cutting-edge platform now offers 1,484 strategies from over 300 distinguished asset management firms. Newcomers Moody Aldrich...
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. WEST PALM BEACH, Fla.—July 9, 2024—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts to new investment models while controlling tax impact, setting a new...
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX's dedication to fortifying its leadership team and enhancing service capabilities. Robertiello steps in as Senior Vice President of...