IN THE NEWS
Articles and Press Releases
SMArtX Advisory Solutions Expands its Select Manager List
SMArtX Experiences Unprecedented Growth as Assets Approach $30 Billion WEST PALM BEACH, Fla., March 14, 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 their updated Select Manager List, a subset of investment strategies currently on the SMArtX platform identified through an extensive screening process headed by SMArtX’s Chief Investment...
ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform
Alpha Vee, Capital Research and Management Company, and Principal Global Investors Expand their Presence with Additional Strategies WEST PALM BEACH, Fla., March 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’), announced it has added twenty-five strategies to its UMA platform, increasing its already substantial manager roster that features...
Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform
SMArtX Billing Continues to Expand as Billed Assets Approach $10 Billion WEST PALM BEACH, Fla., February 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’), announced it has added five strategies offered by four asset management firms to its platform, bringing the total to 1,106 strategists from 282 of the world’s leading asset managers. Dearborn Partners and...
SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform
SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11% WEST PALM BEACH, Fla., January 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’), announced it has added eight strategies offered by three leading asset management firms to its platform. All three firms are new to SMArtX, and the additions bring the total number...
SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace
Davidson Investment Advisors, Hotchkis & Wiley, Lyrical Asset Management, and Oak Ridge Investments Are the Most Recent Firms to Add Strategies WEST PALM BEACH, Fla., December 6, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced 8 strategies have joined the SMArtX platform, offered by four leading asset management firms. The additions bring the...
SMArtX Advisory Solutions Adds 12 More Strategies to its Model Marketplace
Over 1,100 Strategies Now Available Across SMArtX’s Managed Accounts Platform WEST PALM BEACH, Fla., November 3, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced 12 strategies have joined the SMArtX platform from six leading asset management firms. The additions bring the total number of strategies to over 1,103 as the platform marks a 19% increase in...
SMArtX Advisory Solutions Launches New Enterprise Billing Application
New Billing Solution Available to Existing Enterprise Clients and As a Standalone Solution WEST PALM BEACH, Fla., October 19, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced its new enterprise billing application designed to streamline, simplify, and optimize the billing process for larger independent RIAs and broker-dealers. The application is...
Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform
J.P. Morgan Asset Management, John Hancock Investment Management, Lazard Asset Management, Nuveen Asset Management, and PIMCO Add More Than a Dozen Strategies Across a Broad Array of Asset Classes. WEST PALM BEACH, Fla., October 4, 2022 -- 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 six new global investment and asset management...
SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards
SMArtX’s Turnkey Asset Management Platform Receives Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Chief Marketing Officer of the Year WEST PALM BEACH, Fla., September 27th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it won two WealthManagement.com 2022 Industry Awards in the categories of TAMPS: Model Marketplaces and...
Seven New Strategies Join the SMArtX Advisory Solutions Platform
New Asset Management Firms – Astor Investment Management, Kayne Anderson Capital Advisors, L.P. and Winslow Capital – Further Expand SMArtX’s Turnkey Asset Management Platform (TAMP). WEST PALM BEACH, Fla., September 7, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of seven new investment strategies to its platform. The SMArtX platform...