IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales
Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology WEST PALM BEACH, Fla., September 6, 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 the appointment of David Pologe as the company's new Executive Vice President of Sales. Mr. Pologe brings a deep history of sales experience from his previous...
SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors
WEST PALM BEACH, Fla., August 15, 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 that the firm’s founder, Evan Rapoport, is stepping down from his role as Chief Executive Officer and handing the reins to the company’s current President & COO, Jonathan Pincus. Mr. Rapoport will continue his service on SMArtX’s board of directors. Evan...
SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace
AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy WEST PALM BEACH, Fla., August 3, 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 it has added four strategies to its managed accounts platform, with Guardian Capital LP and Montag & Caldwell joining the SMArtX model marketplace. The platform now...
SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors
"SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give advisors and their clients access to world-class investment solutions and award-winning managed accounts technology to deliver superior outcomes at no cost, which means everyone wins.” SMArtY offers financial advisors free access to many...
SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies
Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform WEST PALM BEACH, Fla., July 6, 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 it has added 15 strategies to its managed accounts platform, with Blue Sky Asset Management, ST Capital, and Stansberry Asset Management joining the SMArtX model...
SMArtX’s TAMP Introduces 24 New Strategies to its Model Marketplace
Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform WEST PALM BEACH, Fla., June 8, 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 it has added 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment...
SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions
The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), and TradePMR, a technology and custodial services provider, today announced they have teamed up to help financial advisors manage...
SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms
Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform. WEST PALM BEACH, Fla., May 4, 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 it has added twenty-five strategies to its UMA platform, from some of the asset management industry’s most well-known firms. Fidelity Institutional,...
Third Annual SMArtX “X” Awards Announces Winners, Recognizes Asset Management Excellence
Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., April 11, 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 the winners of the SMArtX 2023 X Awards (previously known as the SMArtX Virtual Awards). Now in its third...
SMArtX UMA Platform Surges with the Addition of 54 Strategies
Industry Behemoths Invesco Advisers, J.P. Morgan Asset Management, and T. Rowe Price Associates, Inc. Continue to Add Strategies WEST PALM BEACH, Fla., April 5, 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 it has added fifty-four strategies to its UMA platform, one of the largest monthly increases in its strategy roster that features most of...