At SMArtX, we believe we can make managed accounts better for everyone in the industry. We’re committed to working with our clients to help them evolve and scale their practice. As part of that, we are constantly working to get feedback that will help us solve a...
Most firms are not aware of how much revenue is lost by inaccurate billing, it’s why SMArtX built our own billing application for firms who use our platform or for those just looking for a flexible, accurate, and customizable billing solution. The Advantages are...
With increased SEC scrutiny on fiduciary responsibility and doing what’s best for your clients, questions continue to percolate around allocating to third party strategies, in particular the efficiency, timing of trading, and steps taken to reduce variability between...
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards. Watch the Schafer Cullen Webinar Schafer Cullen features 6...
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year. Watch the Dana Investments Webinar Dana...
Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Equity Management, and winner of the SMArtX Virtual Award for Large Cap Strategy of the Year. Click to Watch the Suncoast Webinar Suncoast...
