ANNOUNCING: A brand new look is coming to the SMArtX website October 1st, 2020!


09/22/20   Press Release—American Portfolios Selects SMArtX Advisory Solutions to Power New Managed Accounts Platform

09/16/20   Press Release—SMArtX Wins Wealthie Award in 2020 Industry Awards

08/10/20   Press Release—SMArtX Announces New Office Expansion with Four Key Hires

06/23/20   Press Release—SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

05/22/20   With $4 million VC raise fresh in hand, SMArtX takes next step to shed Black Diamond shadow by hiring a president/COO who casts his own.

05/12/20   Press Release—SMArtX Appoints Industry Veteran to Serve as New President and COO

03/20/20   After riding Black Diamond’s coat tails from near zero to $2 billion of AUM, SMArtX raises $4 million to compete as a ‘Vestmark’-model firm.

03/04/20   Press Release—SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts

02/20/20   Press Release—SMArtX Advisory Solutions Announces Closing of Venture Financing Round

12/23/19   The Super TAMP/OCIO Category Suddenly Finally Looks Mortal in 2019…Modest Reinvention and Price Cuts Could Give It a New Run

12/11/19   FolioBeyond and S-Network Launch New Fixed Income Index Model on SMArtX

10/22/19   Victims Galore – CEO, Evan Rapoport, cites “Schwab basically just destroyed Robinhood’s entire business model”. Change comes as a result of consumer demand–likely to repeat…with direct indexing. Rapoport predicts that the first levee to break will be the launch of a retail-focused direct indexing product.

10/10/19   Positioned to Gain the Most from the Commission War Catbird Seat – SMArtX technology offers advisors a full TAMP offering at no cost

10/02/19   Evan Rapoport, founder and CEO of SMArtX Advisory Solutions, reaches out to Interactive Brokers about its future of commissions for RIAs

09/03/19   SMArtX – Going a Step Further with Direct Indexing

08/31/19   Competition Among TAMPs Heats Up

08/31/19   SmartX Advisory Solutions began in 2013 as a TAMP connecting advisers with alternative and hedge fund strategies and has grown to $1.4 billion in assets under administration. Now the company provides a full range of investment…

08/13/19   The IDX Crypto Opportunity index (COIN) is available on SMArtX Advisory Solutions’ managed accounts platform.

08/12/19   SMArtX was first to offer long/short strategies to advisors in a UMA structure and is proud to work with IDX to offer pioneering Crypto strategies to the advisor marketplace.

08/09/19   Press Release—IDX Insights Launches the First, Investable IDX Crypto Opportunity Index (COIN); Now Available on SMArtX Advisory Solutions’ Platform

07/22/19   Press Release—Independent Financial Partners Chooses SMArtX Advisory Solutions

06/18/19   Press Release—SMArtX Advisory Solutions Expands OCIO Offering

05/20/19   Since SMArtX became an exclusive vendor for SS&C, its AUM surged $954 billion — a 657% jump

04/16/19   SS&C has an exclusive relationship with the West Palm Beach, Fla.-based TAMP SMArtX

04/10/19   The Exclusive Deal SMArtX Cinched with Black Diamond is Yielding Tiffany Results

04/08/19   SMArtX Adds 20 New Strategies to UMA Platform

03/22/19   SS&C-backed Miami TAMP and UMA vendor SMArtX have all added OCIO Capabilities

02/04/19   Press Release—SMArtX Adds OCIO Services to Managed Accounts Platform

12/10/18   First Ascent’s SMA products went live on Envestnet’s systems on Nov. 9, 2018, including SMArtX

09/12/18   Black Diamond Wealth Platform Features New Capability, the Rebalancer

03/20/18   The Latest to Offer Direct Indexing

03/19/18   Three Emerging Trends That Are Upending Our Profession

02/07/18   SMArtX Expands Direct Indexing Platform

02/07/18   SMArtX Offers Direct Indexing for Free

02/07/18   SMArtX Offers Direct Indexing for Free, Adds Several Thomson Reuters/S-Networks ESG Best Practice Indexes

12/30/17   Weekend Reading for Financial Planners 

09/15/17   With SmartX, over 250 investment strategies are now available on the Black Diamond wealth platform.

09/08/17   SMArtX adds 27 investment strategies to managed accounts platform

09/07/17   Bob Veres Predicts New Investment Model That Could Give Advisers Edge Over Competition

08/07/17   5 Retail Model Marketplaces Struggle for Advisor Assets

02/28/17   Beaumont strategies added to SMArtX

02/03/17   SS&C, HedgeCoVest Integrate on Tech Platform, Managed Account Offering