Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts...
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...
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...
March 4, 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 launch of its Total Portfolio Solutions...
February 20, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and turnkey asset management platforms (TAMPs), today announced the closing of its venture financing round of $4 million in equity. The...
