SMArtX Advisory Solutions Releases Long Term Outlook

Inaugural capital market assumptions report is the first publication for the new SMArtX Investment Insights research portal, designed to support the end-to-end investment process.

WEST PALM BEACH, Fla.–(BUSINESS WIRE)–The SMArtX Investment Solutions team is excited to announce the release of its inaugural capital market assumptions report, providing the asset class return, risk and correlation assumptions necessary to construct efficient investment portfolios.

Specifically, the report focuses on the key risk factors confronted in financial markets, with an expectation that over the next 10 years the compensation for taking on credit risk will narrowly outpace that which is achieved by taking on equity risk, while interest rate risk compensation will remain modestly above inflation levels. The full report can be accessed here.

Dan Phillips, CFA, SMArtX Chief Investment Officer, commented,

“We think our capital market assumptions report is differentiated from what currently exists in the marketplace. While many strategists focus directly on forecasting asset classes, we take a more foundational approach by first forecasting the expected compensation for key risk factors. Once those expectations are established, we can support an array of capital market assumption requests based on each advisors’ unique mix of asset classes.” He continued, “We do so in a comprehensive, “forward-looking, historically aware” way – understanding the historical return drivers and relationships within the investment universe, but also appreciating the ways in which these historical dynamics may change in the future.”

The SMArtX Long Term Outlook is the first publication produced for the SMArtX Investment Insights research portal. This latest offering from SMArtX will provide a broad array of strategy, research and communication materials – from reports to slide decks to webinars – to support the entire investment process, from strategic asset allocation to tactical overlays to manager selection.

Included on the research portal will be a number of regularly-produced market reports – the annual Capital Market Assumptions report announced today, as well as a quarterly Market Review report exploring the key market themes of the previous quarter, and a monthly Market Stance report detailing the SMArtX market outlook over the next 12 months. Private labeling options are also offered to aid in advisor communications with clients. These offerings join the guidance already provided by SMArtX Chief Investment Strategist, Pascal Roduit, on SMA strategies found on the SMArtX platform.

Said Roduit, “Adding market strategy brings valuable context to our portfolio strategy support services. I am proud of what has become a well-rounded investment solutions offering.”

Altogether, the SMArtX Investment Insights research portal underpins the broader Investment Solutions services across four key areas of support: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management.

“Launching a research portal was one of our first priorities upon Dan [Phillips] arriving at SMArtX,” said Jonathan Pincus, SMArtX CEO. “There is enormous value in establishing an investment research foundation for advisor use – both in terms of formulating their investment strategy as well as communicating that investment strategy to their clients.”

About SMArtX Investment Solutions

SMArtX Investment Solutions provides comprehensive investment support under four key services: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management – all underpinned by the SMArtX Investment Insights web portal. Market Strategy offers advisors support in running their investment committee (including market commentary and asset allocation templates) as well as strategy reports in the form of the annual Capital Market Assumptions, the quarterly Market Review, the monthly Market Stance and ad hoc Market Brief reports covering important market developments. Portfolio Strategy guides the selection and combination of the over 1,500 strategies found on the SMArtX platform. Market Communications allows for SMArtX strategy report private labeling and speakers for client events. Finally, Portfolio Management comes in the form of SMArtX BASE Portfolios and other bespoke portfolio management offerings.

SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms

American Drive Model Portfolios and Cohen & Steers Join the SMArtX Platform

WEST PALM BEACH, Fla., August 8, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its rapidly expanding Model Marketplace. SMArtX’s cutting-edge platform now offers 1,505 strategies from over 300 distinguished asset management firms.

Joining the platform are newcomers American Drive Model Portfolios introducing actively managed ETF portfolios, and Cohen & Steers launching fixed income and real estate strategies. Existing partners Alpha Vee Solutions and Invesco Advisers have also expanded their offerings with new strategies focusing on equity, fixed income, and tax-optimization.

The full list of new strategies includes:

Jon Pincus, Chief Executive Officer of SMArtX, stated, “SMArtX is dedicated to continuing to expand our manager marketplace with respected firms that cater to the evolving needs of our clients. This expansion highlights our best-in-class distribution platform that helps managers accelerate growth and improve access to their strategies.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,505 strategies offered by our 311 distinguished asset management firms.

SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success

KEY ADDITION UNDERSCORES THE COMPANY’S UNWAVERING COMMITMENT TO ATTRACTING TOP TALENT & ACCELERATING ITS GROWTH TRAJECTORY.

SMArtX Advisory Solutions, an innovator in managed accounts technology, announced today the strategic appointment of Brian Watkins as Executive Vice President (EVP), Head of Client Success. This move underscores SMArtX’s unwavering commitment to attracting exceptional talent that fuels its innovation engine and propels its remarkable growth trajectory.

Watkins’ arrival marks a significant milestone in SMArtX’s talent expansion strategy.

“Our commitment to fostering a culture of innovation positions SMArtX as a magnet for top talent within the wealth management sector,” said Jonathan Pincus, CEO of SMArtX. “By attracting industry veterans like Watkins, we’re strengthening our ability to develop best-in-class managed account solutions. This focus on the future ensures SMArtX remains at the forefront of the industry, providing unmatched value to our clients.”

Reporting directly to Pincus, Watkins will spearhead all client success functions, including implementations, support, and servicing. His extensive experience and proven leadership skills will be instrumental in scaling SMArtX’s client success infrastructure and ensuring seamless service delivery.

“I’m thrilled to be joining the SMArtX executive team and excited about the opportunity to join a fintech company providing such innovative managed account solutions,” said Watkins. “The chance to work with a talented team committed to building a state-of-the-art managed account platform is truly remarkable. I look forward to leveraging my experience to help SMArtX grow and ensure we continue to deliver solutions that elevate our clients’ success.”

Watkins brings an extensive background to SMArtX, having served as Senior Director, Head of Relationship Management at DriveWealth and Senior Relationship Manager at Fiserv (formerly CheckFree APL). He is a veteran of the United States Marine Corps and a seasoned leader with a proven track record of success in the fintech industry.

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, is excited to announce the latest additions to the Manager Select List.

Explore the newest strategies in each category by filling out the form below. If you have any questions or would like more information about these new strategies or any existing ones on the Select List, please

SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms

Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform

WEST PALM BEACH, Fla., July 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 21 new strategies from eight leading asset management firms to its rapidly expanding platform. With this expansion, SMArtX’s cutting-edge platform now offers 1,484 strategies from over 300 distinguished asset management firms.

Newcomers Moody Aldrich Partners and Vineyard Global Advisors bring their US equity and hedged equity strategies, respectively. Meanwhile, existing partners Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co., Nuveen Asset Management, Ocean Park Asset Management, and SMArtX Advisory Solutions have introduced new strategies focusing on themes including fixed income, equity, and allocation.

The full list of new strategies includes:

Brad Haag, Executive Vice President of SMArtX, stated, “As we enter the second half of this year, we are excited to expand our manager marketplace to meet the evolving needs of our growing client base. We are grateful to our new and existing asset managers for their invaluable expertise and well-respected investment solutions that help us exceed our goals.”

For more information, download our latest Manager Profiles to explore the 1,484 strategies offered by our 308 distinguished asset management firms.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and FinTech firms. Learn more at www.smartxadvisory.com.

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization.

WEST PALM BEACH, Fla.—July 9, 2024—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts to new investment models while controlling tax impact, setting a new benchmark in portfolio transition efficiency.

Transforming Advisor Workflows

The SMArtX Transition Analysis Tool is engineered to streamline the intricate and often time-consuming process of transitioning portfolios to new investments. By harnessing powerful automation and customization capabilities, the tool eliminates manual calculations and simplifies complex processes, enabling advisors to focus on delivering superior client service and strategic business growth.

“Our goal with the Transition Analysis Tool is to support the modern advisor who seeks to enhance their clients’ financial well-being while scaling their business,” said Jonathan Pincus, CEO of SMArtX. “By leveraging automation and seamless integration, we aim to alleviate operational burdens, allowing advisors to maximize their talents.”

Created to reduce advisors’ workloads, enhance client engagement, and improve client satisfaction, the new SMArtX Transition Analysis Tool transforms traditionally burdensome processes that have historically prevented advisors from achieving optimal efficiency and investment excellence.

Key Features and Benefits

Intended to address growing demand for personalized investing and tax efficiency, the SMArtX Transition Analysis Tool offers a suite of robust features designed to help advisors to deliver vigilant investment recommendations:

Alex Thompson, Chief Product Officer at SMArtX, remarked, “Our mission is to equip advisors with the next-gen tools needed to excel in investment management and better serve their clients.”

The SMArtX Transition Analysis Tool is now available on the SMArtX platform. Advisors are invited to request a personalized demo to explore how this innovative tool can transform their practice.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and fintech firms. Learn more at www.smartxadvisory.com.

SMArtX does not provide tax advice and the SMArtX portfolio tax transition tool is not a substitute for tailored tax advisory services. Clients are advised to seek tax advice from an independent licensed tax professional.

Media Contact

Tina Powell
Intention.ly on behalf of SMArtX
SMArtX@growintentionally.com
201-212-0072

SMArtX Advisory Solutions Releases 1Q2025 Select List

SMArtX Advisory Solutions, a leading provider of managed account technology, is excited to announce its 1Q2025 Select List award winners. The Select List leverages a proprietary quantitative screening process across four key pillars: excess return, return asymmetry, downside mitigation and return consistency. The 1Q2025 Select List awarded 43 strategies Gold status and 93 strategies Silver status across 30 categories.

“We celebrate the work our Manager Solutions team has done to continually bring new strategies on the SMArtX platform – 1,537 and counting – but we also recognize how overwhelming it can be for advisors to sort through such a large opportunity set,” said SMArtX Chief Investment Officer, and Head of SMArtX Investment Solutions, Dan Phillips, “The Select List serves as a solid foundation, whittling that 1,537 down to 136 strategies that have shown superior performance across a number of metrics over the past five years.”

The Select List’s “key pillar” approach allows a modular approach to assessing strategy effectiveness. Investment Solutions clients are able to weight the four key pillars based on what is most important to them and their clients (for instance, a heavier weight given to downside mitigation for risk-adverse investors) or rely on the default weights provided by the SMArtX Investment Solutions team.

Jonathan Pincus, SMArtX CEO, added, “At SMArtX, we strive not only to provide the best managed accounts technology but also to offer services that help clients maximize its value. The Select List is one important way we achieve this.”

The 1Q2025 Select List can be found here.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

About SMArtX Investment Solutions

SMArtX Investment Solutions provides comprehensive investment support under four key services: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management – all underpinned by the SMArtX Investment Insights web portal. Market Strategy offers advisors support in running their asset allocation process. Portfolio Strategy guides the selection and combination of investment strategies. Market Communications allows for SMArtX strategy report private labeling and speakers for client events. Portfolio Management comes in the form of BASE Portfolios and other bespoke portfolio management offerings.

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