SMArtX Advisory Solutions Wins Wealthie Award in 2020 WealthManagement.com Industry Awards

Unified Managed Account (UMA) Access to Crypto and Alternatives Earns SMArtX Industry Accolade

WEST PALM BEACH, Fla., Sept. 16, 2020 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, was named the winner of a Wealthie Award in the Technology Providers – Alternative Investment Platform category in the 6th Annual WealthManagement.com Industry Awards.

Established in 2014, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial success. The program has become an important source for learning more about products and services from the industry’s best-in-breed companies. This year’s Industry Awards set a near record-breaking number of nominations and companies, receiving 625 submissions from more than 200 companies.

“SMArtX is proud to recognized by WealthManagement.com as a leading technology provider in the industry,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “With client demands changing almost overnight due to the COVID-19 pandemic, our platform proved itself as the ideal solution to meet the challenge head-on. SMArtX satisfies the appetite for a full range of strategies, including traditional and non-traditional asset classes that can short and go all to cash to mitigate downside movements. All this gives our advisors a real, competitive advantage.”

SMArtX’s award, which comes at a time of increased market volatility due to the pandemic, acknowledges the rapidly increasing demand for diversified strategies among retail investors. SMArtX is the only TAMP to offer access to the IDX Crypto Opportunity Index, an actively traded index with direct exposure to the Grayscale Bitcoin trust as part of its total offering of over 600 strategies. SMArtX compliments its access to traditional strategies with over 75 direct indexes from firms like MSCI, Thomson/Reuters, NASDAQ, and FTSE/Russell, as well as over 30 long/short trading strategies in a real-time model delivery UMA structure. In each case, the investor owns the underlying securities directly in their own brokerage account.

“SMArtX has clearly differentiated itself in a highly competitive market with this award,” said Jon Pincus, President and COO of SMArtX Advisory Solutions. “One of SMArtX’s institutional priorities is to deliver the best advisor platform in the industry albeit one that is agile, scalable, and focuses relentlessly on innovating constantly and capturing strategic value for all stakeholders.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution. Learn more about SMArtX Advisory Solutions at (www.lightslategrey-coyote-166915.hostingersite.com)

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Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

UNIFIED MANAGED ACCOUNTS TECHNOLOGY WILL INTEGRATE ACROSS THRIVENT ADVISOR NETWORK TO FACILITATE INVESTMENT SELECTION AND MANAGEMENT.

August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to its investment management platform.

TAN worked closely with SMArtX’s Chief Investment Strategist Pascal Roduit and the OCIO (Outsourced Chief Investment Officer) team to carefully curate specific investment strategies, which can be combined with TAN’s internally run strategies in a UMA. Through this integration, TAN advisors can now access a more extensive array of investment models, tools, and technology to facilitate investment selection and management.

We are excited to work with an industry leader like Thrivent Advisor Network and look forward to developing a long, deep relationship,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “TAN advisors can now reap the benefits of SMArtX best-in-breed technology solutions, which meets today’s market demands and capitalizes on new investment opportunities—designed to bring their practices to an entirely new level.

This partnership is just the latest example of how Thrivent Advisor Network harnesses technology so our advisors can focus on what they do best—serving their clients,” said Luke Winskowski, Head of Thrivent Advisor Network. “Our advisors are already using SMArtX to access our turnkey asset management solutions and we look forward to developing the partnership further as both SMArtX and TAN continue to evolve.

TAN will be able to leverage the SMArtX functionality not typically found in the managed accounts industry, including access to real-time trading at scale operations, tax-loss harvesting at the individual tax lot level, intra-day sleeve-level performance reporting, and more.

By utilizing SMArtX, TAN’s platform delivers new efficiencies to help its advisors reduce the operational resources required to manage client accounts and redirect them to revenue-producing activities. SMArtX’s real-time capabilities are not only a service, but as a way to revolutionize the investment management process and help advisors scale their businesses.

More importantly, TAN advisors maintain the option of choosing integrated performance reporting from SS&C Advent’s Black Diamond reporting software or Orion Portfolio Solutions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.

About the Thrivent Advisor Network

The Thrivent Advisor Network is a new hybrid RIA platform offered by Thrivent, a Fortune 500 diversified financial services organization helping more than two million clients achieve financial clarity, enabling lives of meaning and gratitude. Thrivent created the Thrivent Advisor Network as an opportunity for independent financial advisors to be part of a company committed to helping clients connect their finances and faith. Advisors who join the Thrivent Advisor Network are seeking the freedom that comes from owning their own practice while still wanting the human connection and support that comes from being part of a community of like-minded professionals. The Thrivent Advisor Network is positioned to serve as a significant partner to advisors looking to expand their capabilities, boost their brand visibility, and amplify their voice.

Certain Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser.

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

June 23, 2020 – West Palm Beach, FL:

SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, today announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities, a SMArtX affiliated broker-dealer specializing in alternative investments.

The platform focuses on late stage, pre-IPO firms and currently includes access to 50 popular firms such as Impossible Foods, Robinhood, SoFi, and DoorDash. The platform offers a combination of investment opportunities from multiple pre-IPO equity marketplaces who typically offer investors the ability to invest in hard-to-access, privately held firms at lower minimums. Turnkey access is a key benefit as investments can be made for as little as $20,000, which genuinely democratizes access to some of the most sought-after companies in the world, provides advisors a way to lessen portfolio correlation to the public markets, and an opportunity to dampen portfolio volatility through diversification.

Deal Book satisfies the increasing demand from the accredited, non-institutional investor for access to investments typically reserved for institutional investors and industry insiders.  In many cases the underlying companies have gone through several rounds of capital raises from well-known venture capital and early stage private equity firms.

Deal Book enables us to provide access to great private company investments. Since companies are opting to stay private longer into their lifecycle, shareholders looking for liquidity are often willing to sell their shares at a discount, providing opportunity for our advisors and their clients,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “This creates a chance to own part of a firm that is an established household name, for a lower minimum and lower price.

For any completed Deal Book investment, HedgeCo Securities will receive a commission of referral fee for soliciting the private investment.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions (www.lightslategrey-coyote-166915.hostingersite.com) is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure.  The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.

Media Contact:
Alex Smith-Ryland
561.835.8690 | email

SMArtX Appoints Industry Veteran to Serve as New President and COO

May 12, 2020 – West Palm Beach, FL:

SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of Jonathan Pincus as SMArtX’s new President and Chief Operating Officer. Jonathan joins SMArtX from Northern Trust where he most recently held the position of SVP, Global Head of Investment Operations for their Asset Management division.  Additionally,  Jonathan formerly held the role of Chief Operating Officer for Northern Trust’s Managed Accounts business, where he designed, implemented, and led the practice to support over $70 billion in client assets, constructing one of the most comprehensive managed account offerings in the industry.

Prior to joining Northern Trust, Jonathan held a number of key operational management roles across Invesco NA and Legg Mason.  Jonathan also previously worked at Bloomberg and formerly held his Series 7, 65, and 63.  Jonathan has served on a number of fintech firm advisory boards and is an industry thought leader on operational scale and business enablement.

Jonathan joins SMArtX to help spearhead the effort to operationally scale the firm’s infrastructure and bolster the enterprise solution for banks and trusts, broker/dealers, and RIA aggregator platforms. While initially built to cater to the independent RIA, SMArtX’s technology is easily scaled to meet the demands of larger firms. The recent deployment of micro-services architecture and fine-tuning of several tools within the platform have brought the technology to a level of sophistication these firms need and should require from their vendors.

We are pleased to welcome Jonathan to the SMArtX leadership team and fortunate to have someone of his caliber steering this critical function across our business, said Evan Rapoport, CEO of SMArtX. Jonathan’s deep domain expertise in banking, innovation, and large-scale deployment makes him the perfect person for the role as we continue to drive new enterprise growth and mobilize technology at scale for this segment.

I am looking forward to joining SMArtX at such an exciting time in the company’s evolution, said Jonathan. The need for technology, tools, and transparency to function flawlessly has never been more important. I have reviewed countless asset management platforms throughout my career, and none come close to the abilities that SMArtX offers. In creating advanced tools to manage assets across enterprise networks, they completely streamline the middle and back-office systems in a way that is unprecedented in our industry.

Jonathan will join SMArtX Advisory Solutions in their West Palm Beach, FL headquarters.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions (www.lightslategrey-coyote-166915.hostingersite.com) is a managed accounts technology provider and manages SMArtX, a turnkey asset management platform. It is the only TAMP to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.

Media Contact:
Alex Smith-Ryland
561.835.8690 | email

SMArtX Announces Total Portfolio Solutions Suite of Managed Accounts

March 4, 2020 – West Palm Beach, FL:

SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), today announced the launch of its Total Portfolio Solutions program, a collection of pre-built unified managed accounts (‘UMAs’) composed from a subset of the 600 investment strategies available on the SMArtX TAMP. The program provides access to institutional caliber portfolio construction that leverages best in breed managers to deliver better investment outcomes. The low-cost portfolios can be implemented intra-day and are designed for clients ranging from conservative to aggressive on the risk spectrum, with investment sizes starting at $20,000. Portfolios can be used as a complete solution or serve as a core or satellite portfolio when paired with other strategies.

The Total Portfolio Solutions program provides clients with a scalable, turnkey process to manage their entire business. Clients can also employ SMArtX’s OCIO services to tailor the solutions to meet specific mandates. Enterprise clients can leverage the same technology to create and distribute pre-built portfolios to their financial advisors, where each set of solutions can be white-labelled and curated to simplify the investment process.

The Total Portfolio Solutions program brings advisors one step closer to an automated investment process, thereby freeing up resources to use on revenue producing activities, said Evan Rapoport, CEO of SMArtX Advisory Solutions. Enterprise clients can capitalize on an OCIO with over 20 years of institutional portfolio construction experience, making it easier to implement and manage investments at scale.

SMArtX features strategies from prominent investment firms like BlackRock, Legg Mason, State Street, Alliance Bernstein, and Neuberger Berman, as well as a host of alternative and index strategies to create optimal portfolios across the investment spectrum. Furthermore, each solution can be complemented with individual equities, mutual funds, ETFs, in-house strategies, or third-party models to create a customized solution.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions (www.lightslategrey-coyote-166915.hostingersite.com/) is a managed accounts technology provider and manages SMArtX, a turnkey asset management platform.  It is the only TAMP to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure.  The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.

Media Contact:
Alex Smith-Ryland
561.835.8690 | email

SMArtX Advisory Solutions Announces Closing of Venture Financing Round

February 20, 2020 – West Palm Beach, FL:

SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and turnkey asset management platforms (TAMPs), today announced the closing of its venture financing round of $4 million in equity. The financing was led by ManchesterStory Group, a leading early to growth stage venture capital firm focused on FinTech, InsurTech and Healthcare, as well as existing investors including IA Capital Groups.

With this round of funding, SMArtX will expand upon its tools for Registered Investment Advisors and Independent Broker/Dealers, to developing solutions for enterprise customers looking to provide their own proprietary managed accounts programs to financial advisors.  These solutions will be an expansion of SMArtX’s proprietary, award-winning managed accounts technology and will bring evolutionary functionality to the TAMP industry.

We believe our technology can have a far-reaching impact on global wealth management practices, and we’re excited to have earned the support of ManchesterStory Group and our existing partners to help finance these initiatives, said Evan Rapoport, CEO of SMArtX Advisory Solution

Managed accounts are migrating from off the shelf TAMPs to fully customized, bespoke platforms. SMArtX’s technological flexibility and APIs provide a clear pathway to meeting client demand now and in the future, said Michael Finnegan, Director of Research at ManchesterStory Group

SMArtX’s proprietary technology is the next step in the evolution of managed accounts. Built from the ground up, it’s the most flexible technology we’ve seen to meet the modern demands of RIAs and BDs, added Andrew Lerner, Managing Partner of IA Capital Group

SMArtX has continued to build on its in-house built technology stack by expanding the features of the platform.  Most recently the platform added a multi-tier enterprise system, full tax-harvesting capabilities, stock exclusions for SRI mandates and restricted stock trading, end client statements, and configurable benchmarks. Going forward SMArtX intends to extend its technology to be applied through open APIs to fully customize the use of its managed accounts technology.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions (lightslategrey-coyote-166915.hostingersite.com) s the next generation, proprietary managed accounts technology provider and manages SMArtX, a turnkey asset management platform.  It is the only TAMP to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure.  The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution.

Media Contact:
Alex Smith-Ryland
561.835.8690 | email

FolioBeyond and S-Network Launch New Fixed Income Index Model on SMArtX

NEW YORK, Dec. 11, 2019 /PRNewswire/ — FolioBeyond and S-Network Global Indexes have partnered on a new Fixed Income index that is now available for direct investment on the Turnkey Asset Management Platform (TAMP) of SMArtX Advisory Solutions.
The S-Network FolioBeyond Optimized Fixed Income Index is comprised of best-of-breed Fixed Income Exchange Traded Funds (“ETFs”) representing 23 discrete sub-sectors spanning most liquid Fixed Income market sectors further defined by credit risk and duration. The Index provides a dynamically adjusted ETF portfolio that enhances returns in comparison to the Bloomberg Barclays U.S. Aggregate Bond Index (“AGG”).

“We are excited to launch our advanced factor-based approach to Fixed Income portfolio management on SMArtX utilizing ETFs,” said Yung Lim, CEO at FolioBeyond. “By using a proprietary optimization approach that captures the major drivers of Fixed Income risk and return attributes, we are able to offer a superior automated asset allocation solution that has not been available to Fixed Income investors until now. The strategy aims to deliver asset allocation alpha systematically by dynamically rebalancing the portfolio based on changing value and risk relationships.”

“We believe the sophistication and scalability of this strategy offers a competitive edge over current Fixed Income direct index offerings,” said Joseph LaCorte, CEO of S-Network.

S-Network currently offers 22 direct index strategies, covering a wide range of investment strategies including benchmark, thematic, smart beta and socially responsible indexes on the SMArtX platform. This latest addition is the first index in the lineup that provides exposure to Fixed Income ETFs.

About FolioBeyond

FolioBeyond employs a disciplined approach utilizing sophisticated algorithms to create optimal portfolios for core Equity and Fixed Income strategies, as well as more tactical Equity and customized Fixed Income portfolio allocations. We emphasize Factor-based and Volatility-weighted methodologies for Equities and a comprehensive Factor-based optimization model for Fixed Income. For more information, visit www.foliobeyond.com.

About S-Network Global Indexes

S-Network Global Indexes, Inc. is a publisher and developer of proprietary and custom indexes. Founded in 2006, S-Network publishes over 300 indexes, which serve as the underlying portfolios for financial products with over USD 7 billion in assets under management. S-Network is dedicated to developing indexes that define, isolate and measure the performance of discrete segments of the new global economy on a rules-based, transparent basis. For more information, visit www.snetworkglobalindexes.com

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SS&C Advent’s integrated unified managed account solution. (www.smartxadvisory.com)

Media Contact:
James Viceconte
212.299.5526
230958@email4pr.com

Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Headline Expansion of SMArtX Advisory Solutions UMA Platform

SMArtX Advisory Solutions Increases Assets Under Management 928% in the last 12 months, 39% in Q1 2021

WEST PALM BEACH, Fla., April 1, 2021 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of six new firms and thirteen additional strategies for April.

Today’s update taps into the growing demand for ESG investing and global sustainable assets from both enterprise and RIAs (registered investment advisors). The platform expansion also increases the flexibility to capitalize on other distinct opportunities including a closed-end fund (CEF) municipal bond strategy, in addition to several small and SMID cap strategies.

Kayne Anderson Rudnick and Sage Advisory represent the two largest new firms, as measured by asset size. They are joined by Knowledge Leaders Capital, Navigo Wealth Management, Rareview Capital, and Tributary Capital Management also now offering model strategies through SMArtX. These firms are complemented with new strategies from existing firms Maryland Capital Management and Northern Trust Investments, Inc.

“We are extremely proud to welcome these distinguished firms to help kickstart the next quarter of growth,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Hands down, SMArtX is in a sweet spot to meet enterprise demand with niche strategies and big, bold implementation at scale. It’s how and why we were able to pull off the unthinkable—an increase of AUM by 928% to $14.39 billion during the pandemic and in one year alone.”

SMArtX latest strategy expansion provides a gateway to access global markets in this time of change and return to work following the pandemic. Given a new U.S. administration, concerns over inflation, and the prospect of an opened economy due to vaccinated populations, financial advisors have immediate access to a complete turnkey solution to customize client portfolios for now and the future.

“Over the course of the past year, the most prominent in recent history, SMArtX was able to create massive opportunity by leveraging best-in-class technology across the UMA spectrum,” said Jonathan Pincus, President & COO of SMArtX. “Firms took account of their systems, sought out the ones who brought something better to the table, and have been moving assets ever since. With growth and momentum clearly on our side, we expect to ride this continuous wave of double-digit increases again this year.”

The 13 new strategies added to the SMArtX platform include:

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technology to help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com.

Brandes Investment Partners, Eaton Vance, and Krane Funds Advisors Headline New Additions to SMArtX UMA Platform

Access to New International Strategies Play an Effective Role in Global Risk Diversification

WEST PALM BEACH, Fla., March 2, 2021 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of three new firms and four additional strategies this month. Brandes Investment Partners and Krane Funds Advisors make up three of the new strategies that add international portfolio diversification, while the fourth strategy adds Eaton Vance, one of the oldest investment management firms in the U.S., to the SMArtX large cap value space.

Collectively, these firms add another four strategies to the hundreds of traditional, alternative, and direct indexing investment strategies available to Registered Investment Advisors (RIAs), Independent Broker/Dealers (IBDs), and Banks & Trusts who use the SMArtX platform:

  1. Brandes Investment Partners – Brandes International Equity Fund
  2. Krane Funds Advisors – Krane All-China Growth Strategy
  3. Krane Funds Advisors – Krane Dynamic Emerging Markets Strategy
  4. Eaton Vance – Eaton Vance Large-Cap Value Fund

“Today’s increasingly sophisticated investor requires access to the global stage and to reputable companies like Eaton Vance, Brandes Investment Partners, and Krane Funds Advisors,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “SMArtX offers that kind of diversity within a turnkey portfolio construction methodology to help streamline the advisor’s investment process. To the extent that advisors need to mitigate geographical risk, international stocks also play an effective role in global risk diversification.”

SMArtX’s UMA technology is designed to provide clients with a complete UMA solution which simplifies and streamlines the investment management process. Powerful and real-time reporting at the sleeve level and alternative trading strategies, such as long/short and market neutral, and direct indexes, which include investment access to crypto, sector specific, and industry benchmarks, provide advisors with an array of solutions. This month, the SMArtX platform has expanded its offerings in the international space to help deepen the bench with non-US and country specific exposures.

“Whether it be advanced tools and features, a broader selection of strategies, or custom-built functionality, SMArtX’s cloud-based modular infrastructure provides for a fast deployment to our enterprise clients and their networks,” said Jonathan Pincus, President and COO of SMArtX. “A scalable, secure platform sets a new paradigm for advising accounts of all sizes and managing risk in a post-COVID world.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technology to replace help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers. Learn more about SMArtX Advisory Solutions at www.smartxadvisory.com.

SMArtX 2021 Virtual Awards Recognizes 16 Top Strategies in a One-Of-A-Kind Livestream Event

Leading Strategies Crowned as Winners for Achievements in 2020 during the Inaugural Awards Ceremony

WEST PALM BEACH, Fla., February 11, 2021 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), announced the winners of its inaugural 2021 Virtual Awards Ceremony in a one-of-a-kind celebrity-filled show. The winners were announced on February 10 during a livestream on the company’s website.

Winners were chosen in 16 categories from among 725 strategies available on the SMArtX UMA platform based on annual performance data for the period ending December 30, 2020. Strategies were recognized for highest performances, best risk-adjusted returns, and the most amount of assets across various asset classes and investment methodologies.

“We want to congratulate the winners of this year’s SMArtX 2021 Virtual Awards,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “We are proud to recognize 16 of our best partner firms who demonstrate asset management excellence and outstanding performance during a tumultuous 2020. Today’s ceremony honors both their commitment and dedication to deliver exponential value to financial advisors through dynamic, innovative, and tactical approaches to asset allocation.”

The Awards show itself was notable, in many ways reflecting the disruption caused by the pandemic. The entire broadcast was performed virtually, including the hosts, celebrity guests, and manager acceptance speeches. SMArtX emcees Evan Rapoport, CEO and President and COO Jonathan Pincus were joined by actors, athletes, comedians, and entrepreneurs including Paula Abdul, Steve Wozniak, Kevin Pollak, Johnny Damon, and many others to announce the award winners, making for a fun, often hilarious, awards ceremony, thereby distinguishing it from most fintech awards shows.

“We congratulate our winners and thank our Platinum and Gold sponsors who made this inaugural awards program possible,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “As we move through 2021, we look forward to highlighting these 16 strategies throughout the year and preparing to recognize the next class of top performers in 2022. The SMArtX Virtual Awards reflects our unwavering commitment to stay focused, adapt where necessary, and drive forward as a platform of partners.”

The SMArtX 2021 Virtual Awards winners are:

Best Performing Strategy by Market Cap:

Best Performing Direct Index:

Best Performing Alternative Strategies (non-index):

Best Risk-Adjusted Returns:

Best Individual Strategies:

Best Overall Strategies:

The SMArtX 2021 Virtual Awards was generously supported by several leading investment managers who served as event sponsors:

Platinum Sponsors:

Gold Sponsors:

Hilton Capital Management
Ocean Park Asset Management

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technology to replace help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers.

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