IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform
June 23, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities, a SMArtX affiliated broker-dealer specializing in alternative investments. The platform focuses on late...
SMArtX Appoints Industry Veteran to Serve as New President and COO
May 12, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of Jonathan Pincus as SMArtX’s new President and Chief Operating Officer. Jonathan joins SMArtX from Northern Trust where he most recently held the position of SVP, Global Head of Investment Operations for their Asset Management division. Additionally, Jonathan...
SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts
March 4, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the launch of its Total Portfolio Solutions program, a collection of pre-built unified managed accounts (‘UMAs’) composed from a subset of the 600 investment strategies available on the SMArtX TAMP. The program provides access to institutional caliber portfolio construction that...
SMArtX Advisory Solutions Announces Closing of Venture Financing Round
February 20, 2020 - West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and turnkey asset management platforms (TAMPs), today announced the closing of its venture financing round of $4 million in equity. The financing was led by ManchesterStory Group, a leading early to growth stage venture capital firm focused on FinTech, InsurTech and Healthcare, as well as existing investors including IA Capital Groups. With this round of funding, SMArtX will...
FolioBeyond and S-Network Launch New Fixed Income Index Model on SMArtX
NEW YORK, Dec. 11, 2019 /PRNewswire/ -- FolioBeyond and S-Network Global Indexes have partnered on a new Fixed Income index that is now available for direct investment on the Turnkey Asset Management Platform (TAMP) of SMArtX Advisory Solutions. The S-Network FolioBeyond Optimized Fixed Income Index is comprised of best-of-breed Fixed Income Exchange Traded Funds ("ETFs") representing 23 discrete sub-sectors spanning most liquid Fixed Income market sectors further defined by credit risk and...