Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform WEST PALM BEACH, Fla., July 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 21 new...
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. WEST PALM BEACH, Fla.—July 9, 2024—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts...
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly...
The Innovative Enhancement Gives Advisors a Complete Picture of Revenue Across Their SMArtX Book of Business We’re excited to announce the launch of the Billing Experience feature within the SMArtX Advisor portal. This new addition empowers advisors with unprecedented...
Mondrian Investment Partners Limited and Sound Income Strategies Join the SMArtX Platform WEST PALM BEACH, Fla., June 6, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced...
