WEST PALM BEACH, Fla., August 15, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX Turnkey Asset Management Platform (‘TAMP’), today announced that the firm’s...
“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give...
Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform WEST PALM BEACH, Fla., July 6, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the...
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform WEST PALM BEACH, Fla., November 16th, 2021 — SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology and...
