IN THE NEWS
Articles and Press Releases
2nd Annual SMArtX 2022 Virtual Awards Announces Winners, Recognizing Asset Management Excellence
Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform WEST PALM BEACH, Fla., March 3rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards. Now in its second year, the Awards recognized 11 leading...
SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards
Recognizing leading investment strategies on the SMArtX Turnkey Asset Management Platform, the awards encompass 11 categories across 978 models. Winners will be announced on March 2, 2022, during a livestream event. WEST PALM BEACH, Fla., February 10, 2022 -- 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 Finalists for the 2022 SMArtX...
SMArtX Advisory Solutions Adds New Equity Strategies to Their Turnkey Asset Management Platform
WEST PALM BEACH, Fla., February 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’), today announced the addition of six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 model-traded and manager-traded separate account strategies. New platform firms Andersen Capital Management,...
SMArtX Advisory Solutions Welcomes 23 New Strategies from 6 Firms to its Turnkey Asset Management Platform
SMArtX Wraps Up 2021 with 73% AUM Growth as Assets Top $19.03 Billion WEST PALM BEACH, Fla., January 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’), today announced the expansion of its platform with six firms adding a total of twenty-three new strategies to their TAMP. The SMArtX platform now supports over 970 model-traded and manager-traded separate...
SMArtX Advisory Solutions Expands OCIO Services with Publication of SMArtX Select Manager List
The Select List Provides Extra Due Diligence on Existing Platform Strategies WEST PALM BEACH, Fla., December 15, 2021 -- 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 expansion of its outsourced chief investment officer (‘OCIO’) services with the publication of the SMArtX Select list. The Select list is a subset of investment strategies...
SMArtX Advisory Solutions Announces Five New Firms and 27 Strategies to its Turnkey Asset Management Platform
Expansion of the SMArtX TAMP Platform directly follows the announcement of new strategic and commercial relationship WEST PALM BEACH, Fla., December 2, 2021 -- 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 expansion of its platform with five new firms and 27 strategies. The SMArtX platform now supports over 950 model-traded and manager-traded...
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform WEST PALM BEACH, Fla., November 16th, 2021 -- 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 a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading independent research provider Morningstar, Inc....
SMArtX Advisory Solutions Expands with Another 27 New Strategies on its Turnkey Asset Management Platform
Year to date (YTD) growth of 64% represents an all-time high of $18 billion Assets Under Management (AUM) WEST PALM BEACH, Fla., November 2nd, 2021 -- 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 expansion of its platform with 27 new strategies. The SMArtX platform now supports over 930 model traded and manager-traded separate account strategies....
SMArtX Advisory Solutions Gains 23 New Strategies on its Turnkey Asset Management Platform
Award-Winning Managers Continue to Join SMArtX Platform WEST PALM BEACH, Fla., October 6th, 2021 -- 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 expansion of its platform with 23 new strategies. The total number of strategies available in October is over 900. There are nine new firms offering investment strategies through the SMArtX platform....
SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 19 New Strategies
Direct Access to High Quality Model Portfolios and Managers Driving Demand WEST PALM BEACH, Fla., September 7th, 2021 -- 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 expansion of its platform with 19 new strategies. The total number of strategies available in September is now over 890. New investment firms adding strategies to the platform...