IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace
Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform. WEST PALM BEACH, Fla., December 6, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal,...
SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers
The new platform represents a significant advancement in SMArtX’s technology offering. WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics platform designed to help asset managers leverage data-driven insights. The platform, which enables users to improve their decision-making processes and unlock new avenues for business development, is available to asset managers...
SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace
Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform. WEST PALM BEACH, Fla., November 9, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered by six leading asset management firms to its platform. Trillium Asset Management and New Capital by EFG Asset Management are now offering strategies across ESG core equity and US Small Cap Growth, respectively....
SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform
Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY WEST PALM BEACH, Fla., November 7, 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 its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY...
SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies
Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed...
SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms
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 their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform....
SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform
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, the highly anticipated manager-sponsored strategist platform. The platform is built utilizing SMArtX’s award-winning managed accounts technology. SMArtY is designed to deliver a turnkey, cost-effective managed accounts platform...
SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios
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 turnkey asset management platform (‘TAMP’), today announced its strategic collaboration with Russell Investments as the inaugural asset management firm to offer its investment strategies through the innovative SMArtY platform....
SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards
SMArtX’s Managed Accounts Technology Recognized with Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Rebalancer WEST PALM BEACH, Fla., September 12th, 2023 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced that it won two WealthManagement.com 2023 Industry Awards in the categories of TAMPS for their Model Marketplace, and Technology...
SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management
GW&K Investment Management Joins Platform as Loomis Sayles & Company and Northern Trust Investments Expand Presence WEST PALM BEACH, Fla., September 7th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), is excited to announce the addition of ten investment strategies from esteemed investment management firms GW&K Investment Management, Loomis Sayles...