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SMArtX Announces New Managers Added to the Select List for Q2 2024
July 18, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced the newest additions to the Manager Select List for Q2.
SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal
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 visibility into the economics of their practice. We believe billing is the lifeblood of every advisory practice. At the end of the day, the health of an advisor’s firm is measured in revenue generated for the services they...
SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms
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 accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?
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 SMArtX different from other TAMPs and technology solutions in the advisory industry.
SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
March 7, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced the newest additions to the Manager Select List for the period ending December 31, 2023.
SMArtX Announces New Managers Added to the Select List for Q1 2024
March 7, 2024 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced the newest additions to the Manager Select List for the period ending December 31, 2023.
From Data Wrangler to Informed Decision Maker: Discover the All-New SMArtX Rebalancer
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 broader range of problems more effectively than before. In one of these discovery sessions, an advisor shared his process of gathering and cross-referencing tax lot data from his custodians and the transactions from his rebalancer...
Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?
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 Simple: Automated account billing set up. Human error occurs and sometimes accounts are not set up correctly in the first place, or the billing for an account changes over time. Bill each account correctly from Day 1. Make...
Does Your Choice of Trading Technology Cost Your Client?
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 accounts and investment models. In today’s fast moving, fluctuating markets, any kind of delay can have various effects on the portfolio’s performance metrics and therefore, the client’s investment return. While technology fees...
SMArtX Virtual Awards Firm Spotlight – Schafer Cullen Capital Management
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.Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend Value Equity Strategy, a finalist in this year’s awards for Small/Mid Cap Strategy of the Year. The firm was founded in 1983 in midtown Manhattan by their current Chairman and CEO Jim Cullen and has...