Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations. Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...
June 23, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to Deal...
Technology continues to advance multiple segments of the financial industry into a more efficient and user friendly experience. A core target of this revolution is the independent advisor and broker/dealer space, which has seen the continued amalgamation of services...
May 12, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of Jonathan Pincus as SMArtX’s new...
The acronym ‘TAMP’ (Turnkey Asset Management Platform) is used freely across the financial industry, denoting an investment platform used to facilitate and streamline investment operations. The proliferation of the term, TAMP, has been spurred by the several different...
