July 18, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List. Explore the newest strategies in each category by filling out the form...
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...
Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform WEST PALM BEACH, Fla., May 9, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed...
SMArtX CTO Aaron Wormus recently joined Craig Iskowkitz, the founder of Ezra Group and a well-known fintech expert, on his podcast WealthTech Today. Centered around examining the inner workings of the SMArtX technology, the conversation gets to the heart of what makes...
First Trust Advisors forges partnership and joins the SMArtX Platform WEST PALM BEACH, Fla., April 4, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies...
March 7, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, is excited to announce the latest additions to the Manager Select List for the period ending December 31, 2023. Explore the newest strategies in...
