SMArtX Advisory Solutions Adds Advanced Asset Management Advisors and Smooth Sailing Indexes to Its UMA Platform

Additional new strategies from ClearBridge Investments, Dana Investments, Lazard Asset Management, and Northern Trust Investments

WEST PALM BEACH, Fla., February 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 by adding two new firms and eleven additional strategies this month. SMArtX continues to expand its traditional strategies to meet client demand with the addition of Advanced Asset Management Advisors, while broadening its direct indexing options with Smooth Sailing Indexes. Furthermore, existing industry powerhouses ClearBridge Investments, Dana Investments, Lazard Asset Management, and Northern Trust Investments have expanded their presence on the platform with an international, balanced, large cap value, and emerging markets strategy, respectively.

Collectively, these firms add another eleven strategies to the hundreds of traditional, alternative, and direct indexing investment strategies that currently exist on the SMArtX platform:

  1. AAMA Dividend Growth – Advanced Asset Management Advisors
  2. AAMA Fixed Income – Advanced Asset Management Advisors
  3. AAMA Growth – Advanced Asset Management Advisors
  4. AAMA International Growth – Advanced Asset Management Advisors
  5. AAMA Tactical SRHYT – Advanced Asset Management Advisors
  6. Balanced Strategy – Dana Investment Advisors
  7. Core Select Bond – Northern Trust Investments
  8. Emerging Markets Core Equity Select ADR – Lazard Asset Management
  9. International Growth ADR ESG – ClearBridge Investments
  10. Tactical Multi-Sector Bond CORE – Smooth Sailing Indexes
  11. US Stock & Bond Rotation Index – Smooth Sailing Indexes

“Today’s financial advisor has a bias towards quality and selection,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “It’s why we built a platform that can scale quickly and keep up with accelerated demand, be it Risk-ON or Risk-OFF. Core to SMArtX’s UMA technology is the ability to offer direct indexing strategies that others cannot. These newest additions of Advanced Asset Management Advisors and Smooth Sailing Indexes satisfy investor appetite for the next big thing.”

The rapid growth over the last year gives rise to the inaugural SMArtX 2021 Virtual Awards, recognizing asset management across the various strategies featured on the SMArtX UMA Platform. The SMArtX 2021 Virtual Awards will take place on Wednesday, February 10 at 5:00 PM EST and highlight the best performing strategies across 16 different categories. This uniquely entertaining fintech awards ceremony will feature actors, comedians, musicians, professional and other celebrity announcers via a live broadcast that cannot be repeated.

To attend this exclusive awards program for free, register here: https://smartxadvisory.ls.prd.smartx.us/virtual-awards-2021/

“The significant growth of our platform across assets under management and strategies provided an unparalleled opportunity to recognize the best SMArtX platform performers for all the world to see,” said Jonathan Pincus, President and COO of SMArtX. “You can be rest assured that the SMArtX 2021 Virtual Awards is a total industry gamechanger.”

SMArtX Advisory Solutions Expands Its UMA Platform with Five New Firms and Eight Additional Strategies

Accelerated growth to meet client demand remains a dominant theme in the New Year

WEST PALM BEACH, Fla., January 6, 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 by adding five new firms and eight additional strategies this month. SMArtX intends to accelerate platform growth to meet client demand with the addition of Aristotle Atlantic Partners, Aristotle Capital Boston, Aristotle Capital Management, Cypress Capital, and Jensen Investment Management. They are joined by a new strategy from existing manager Alpha Vee.

Collectively, these firms add another eight strategies to the hundreds of traditional, alternative, and direct indexing investment strategies that currently exist on the SMArtX platform:

  1. Core Equity – Aristotle Atlantic Partners
  2. Small/Mid Cap Equity – Aristotle Capital Boston
  3. International Equity ADR – Aristotle Capital Management
  4. Select Dividend – Cypress Capital
  5. Global Allocation – Cypress Capital
  6. Quality Growth Strategy – Jensen Investment Management
  7. Quality Value Strategy – Jensen Investment Management
  8. Green Transportation Index – Alpha Vee Solutions


“We are pleased to welcome Aristotle Atlantic Partners, Aristotle Capital Boston, Aristotle Capital Management, Cypress Capital, and Jensen Investment Management to the SMArtX family,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Fundamentally and structurally, SMArtX is rewriting the playbook for advisor success by providing a vast and ever-expanding diversified offering with managed accounts technology others can’t match. New firms joining the SMArtX platform recognize that and want to be part of our collective momentum.”

The addition of these five new firms continues where SMArtX left off in 2020 – with significant growth in assets under management representing a 5x AUM increase to over $10 billion at the close of the year.

SMArtX continues its rapid growth into 2021 amid the pandemic backdrop, as the economy and labor force works to recover from a challenging year. Fortunately, several strategies on the platform weathered the volatility, while others had their best year of investment performance on record as the markets came back strongly during the last three quarters of 2020. The SMArtX platform’s real-time performance reporting enabled superior information flow and the ability to act on the changing environment, including diversification into other asset classes like cryptocurrencies.

“Institutional demand for best-in-breed fintech solutions is catapulting SMArtX’s growth and penetration in the wealth advisory space,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “And as we enter this next phase of product development, our thesis remains the same—enterprises that navigate the uncertainty of financial markets with SMArtX’s core technology will reap disproportionate rewards.”

SMArtX Advisory Solutions Announces 2021 Virtual Awards for Platform Strategies

The Awards Will Recognize Best-In-Class Investment Managers Across Long Only, Alternative, and Direct Index Strategies Featured on the SMArtX UMA Platform

WEST PALM BEACH, Fla., December 16, 2020 — 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 the inaugural SMArtX 2021 Virtual Awards. The awards will be live streamed on February 10, 2021. The awards are brought to you by our platinum sponsors BlackRock, Inc., Franklin Templeton, Northern Trust, and Russell Investments.

The SMArtX 2021 Virtual Awards will recognize asset management excellence and outstanding performance across long only, alternative, and direct index strategies on the SMArtX UMA Platform. A total of 16 awards will be presented across six different categories, selected by data reporting and analysis, from a potential pool of approximately 720 strategies:

  1. Best Performing Market Cap
  2. Best Performing Direct Index
  3. Best Statistical Strategies
  4. Best Alternative Strategies
  5. Best Performance by Broad Category
  6. Best Overall Performers

“Financial advisors achieve their best outcomes when powered by an innovative and tactical approach to asset allocation,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Now more than ever, we applaud our best-in-class investment managers for pivoting their strategies while delivering alpha to advisors, amid the growing uncertainty caused by the pandemic. SMArtX 2021 Virtual Awards will now showcase their commitment to excellence for all to see.”

To qualify for inclusion in the SMArtX 2021 Virtual Awards, asset management firms and their investment strategies must be fully integrated on the SMArtX platform with audited return streams for a period at least three years, by December 31, 2020. In addition, investment strategies must meet all the basic requirements for broad distribution, pass an extensive due diligence process, and satisfy the criteria for each specific award.

SMArtX will compile the list of nominees in each category, with the final winners determined once data and trade settlement are complete. A full list of categories and awards can be found https://www.smartxadvisory.com/virtual-awards-2021.

“The UMA industry is no longer defined exclusively by traditional long only strategies,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “SMArtX’s innovative technology opens the door to institutional strategies typically only accessed with high minimums and lock up periods. This flexibility provides investors with the ability to access differentiated long/short trading methodologies, as well as access to diverse asset classes including cryptocurrencies.”

SMArtX Adds Russell Investment Management and Rothschild & Co. Asset Management

Russell and Rothschild add 23 strategies, alongside 5 new strategies from 3D Asset Management, Gems Management Limited, and Kensington Analytics

WEST PALM BEACH, Fla., December 1, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), added Russell Investment Management and Rothschild & Co. Asset Management to the SMArtX technology platform. They are joined by new strategies from existing managers 3D Asset Management, Gems Management Limited, and Kensington Analytics. These firms collectively add another 27 strategies to the SMArtX UMA platform, pushing the total aggregate to 750 strategies.

Advisor demand for turnkey solutions, rigorous oversight on asset allocation, and real-time responsiveness exacerbated by the pandemic, continues to be a dominant theme for RIAs and enterprises joining SMArtX. The addition of Russell Investment Management and Rothschild & Co. Asset Management round out a significant fourth quarter marked by several large, high-caliber institutional money managers partnering with SMArtX, resulting in a dramatic rise in assets under management from $2 billion to nearly $10 billion in a 90-day period.

“SMArtX is excited to add two household names such as Russell Investments and Rothschild to our expanding base,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “These new strategies stack active, passive, and multi-factor investment approaches needed for today’s sophisticated investor. As our platform continues to grow exponentially, we remain steadfast in our commitment to providing world class customer service and solutions for every user.”

SMArtX now offers 750 strategies encompassing traditional, direct indexing, and alternative strategies, including SMArtX’s award winning access to cryptocurrencies, providing advisors with an increasingly efficient set of tools to create a fully customizable, diversified, risk-adjusted portfolios. In doing so, SMArtX complements its best-in-breed technology, with real-time trading and a highly efficient investment process, to offers advisors a scalable solution across their entire client base.

“As we move into 2021, a broader distribution platform continues to drive assets to investment management firms,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “The move to turnkey distribution reduces operational burdens on investment firms and helps to scale their existing investment process.”

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.

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SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand

WEST PALM BEACH, Fla., November 3, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), expanded the asset managers available on their managed accounts platform with the addition of investing titans Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price. They are joined by new strategies from existing managers Hilton Capital Management, KKM Financial, Martin Investment Management, Maryland Capital Management, and WBI Investments. These firms will collectively add another 77 strategies to the SMArtX UMA platform bringing the total aggregate to over 720 strategies.

Institutional asset managers continue to dominate the investing landscape as investors look to venerable firms with proven track records during times of uncertainty. Intra-day market volatility highlighted the importance of prompt trade execution and the re-evaluation of current systems during the coronavirus pandemic. This move to modern financial technology solutions has driven SMArtX’s significant growth in assets under management, with a 4x AUM increase in 2020 to nearly $9 billion so far.

“The disruptive impact of COVID-19 caused an immediate stress-test to legacy systems that couldn’t possibly keep up with SMArtX,” said Evan Rapoport, CEO of SMArtX Advisory Solutions.
“It’s why the SMArtX platform is attracting the best asset managers on the planet. They realize leveraging a playbook that puts the financial advisor at the center of the value chain—backed by real-time technology tools and best execution—is key to their success.”

The addition of investment strategies from these distinguished firms further broadens the scope of the investment strategies available on SMArtX. With over 720 strategies encompassing traditional, direct indexing, and alternative strategies, including SMArtX’s award winning access to cryptocurrencies, advisors have the flexibility and control to create a fully customizable, diversified, risk-adjusted portfolios. In doing so, SMArtX provides a more agile way of doing business, with real-time trading and a highly efficient investment process that can be deployed at scale across an entire client base.

“Technology provides an expansion opportunity in terms of enterprise growth and the ability to disrupt and drive efficiencies,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “It’s nimble and fast. If advisors have learned anything from COVID, it is the need to think both offensively and defensively.”

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.

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group

WEST PALM BEACH, Fla., October 1st, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group. Collectively, SMArtX is adding over 60 investment strategies across a broad range of asset classes, available immediately.

Institutional demand for SMArtX’s managed accounts technology has seen a significant uptick on the heels of winning a WealthManagement.Com Wealthie Award and the recent addition of industry leaders American Portfolios Advisors and Thrivent Advisor Network (TAN). The SMArtX platform, with its modular structure and flexibility, seamlessly integrates new strategies and investment management solutions at scale for broad distribution or a custom- defined subset of advisors.

“SMArtX is honored to add these industry heavyweights to the SMArtX platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Fidelity, Northern Trust, and Vanguard represent best-in-class, institutional caliber money managers. With the election just weeks away, we expect accelerated demand for their strategies to help advisors stay the course through a disciplined, low-cost, and long-term approach to investment management.”

The pandemic has also highlighted the need for SMArtX’s technology as a value add to strategies on the platform as it provides for automated, real-time trading functionality, greatly reducing the performance dispersion between model portfolios and client accounts. Furthermore, unparalleled access to traditional, alternative, and direct indexing strategies in a unified managed account structure enable a full range of investment products and a diverse, comprehensive array of third party investment strategies all in one account.

The growth in the use of TAMPs, spurred by financial technology innovation, has brought them to the forefront of product distribution, particularly in recent months as the industry has seen a shift into a virtual sales model.

“Coming from Northern Trust, where innovation is the cultural norm to meeting business challenges head on, it made perfect sense to add their strategies onto SMArtX,” said Jonathan Pincus, President and COO. “We are excited to welcome these distinguished firms to SMArtX as an enterprise gateway to the future of real-time execution and the next evolution of managed accounts technology.”

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.

American Portfolios Selects SMArtX Advisory Solutions to Power New Managed Accounts Platform

New functionality will integrate across The American Portfolios Advisory Platform to empower advisors with state-of-the-art UMA technology built for the modern advisor

September 22, 2020 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is proud to announce that American Portfolios (AP) and its Registered Investment Advisor, American Portfolios Advisors, Inc. (‘APA’), have selected SMArtX Advisory Solutions to augment its managed accounts technology with an enterprise upgrade, expanding functionality and improving the user experience for its advisors.

The American Portfolios Advisory Platform is an institutionally-managed suite of investment management tools that allow advisors to select from an extensive selection of investment strategies. Powered by SMArtX, the platform enables investment professionals to build customized model portfolios for clients using individual securities and third-party money managers. SMArtX’s integrated billing solution will also be utilized to replace the AP Advisory Platform’s existing billing technology.

The foundation of SMArtX is built upon an API-first architecture that seamlessly integrates into existing enterprise platforms like the American Portfolios Advisory Platform. With this integration, AP advisors can access a more extensive array of investment models, tools, and technology to create customized portfolios to meet any risk tolerance and investment goal. In addition, SMArtX’s real-time trading functionality will help advisors navigate volatile markets and adeptly trade during times of high market volume, which equates to more control over allocations, minimal performance dispersion between accounts, and promotes best execution.

“SMArtX developed its technology explicitly for this purpose – to provide custom, enterprise solutions to great firms like American Portfolios and bring the tools and efficiencies of modern financial technology to their advisors’ fingertips,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Beyond opening up new opportunities for their advisors, our state-of-the-art managed accounts solution translates into innovation productivity gains that have immediate implications to their bottom line.”

“We are very excited about the strategic partnership we’ve formed with SMArtX, which serves as the key technology component of AP’s Advisory Platform,” states Gary Gordon, president of American Portfolios Advisors, Inc. (APA). “Through this advanced technology, advisors can utilize robust tools for portfolio building, drift management and rebalancing to drive the growth of their advisory business.”

By integrating SMArtX’s state-of-the-art UMA technology with AP’s platform solutions, advisors can leverage functionality not typically found in the managed accounts industry—access to real-time trading at scale operations, sleeve-level portfolio transparency, and intra-day sleeve level performance reporting. SMArtX’s real-time capabilities not only deliver new efficiencies to current clients but are designed to revolutionize the investment management process as firms forge stronger ties and a build a responsive client experience at scale.

AP’s advisors will be supported by SMArtX through their existing home office environment with live, virtual support and a dedicated client success team.

“We are honored to partner with American Portfolios and deliver them the most advanced UMA solution on the market,” said Jon Pincus, President and COO of SMArtX Advisory Solutions. “SMArtX is focused on helping AP optimize both their advisor and client experience. We look forward to growing this partnership as they continue to scale.”

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.smartxadvisory.com.

About American Portfolios

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently supports 861 independent investment professionals—inclusive of registered assistants—and more than 375 non-registered associates, located in 403 branch locations throughout the nation.

SMArtX Advisory Solutions Gains 23 New Strategies on its Turnkey Asset Management Platform

Award-Winning Managers Continue to Join SMArtX Platform

WEST PALM BEACH, Fla., October 6th, 2021 — 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 the expansion of its platform with 23 new strategies. The total number of strategies available in October is over 900.

There are nine new firms offering investment strategies through the SMArtX platform. Coming onboard with several model delivery strategies are Ark Investment Management, Cambiar Investors, O’Shaughnessy Asset Management, Palouse Capital Management, and Sheets Smith Investment Management. Joining them are several manager-traded separate account strategies coming from Aristotle Credit Partners, Belle Haven Investments, Measured Risk Portfolios, and Western Asset Management. Existing platform firms added model delivery strategies as well, including internationally focused and large cap core models from The Ithaka Group, The London Company, and WCM Investment Management.

The complete list of new strategies incudes:

Aristotle Credit Partners

Ark Investment Management

Belle Haven Investments

Cambiar Investors

Measured Risk Portfolios

O’Shaughnessy Asset Management

Palouse Capital Management

Sheets Smith Investment Management

The Ithaka Group

The London Company

WCM Investment Management

Western Asset Management

The new strategies are all available on the award-winning, cloud-based SMArtX TAMP, which consolidates modern tools with innovative functionality to streamline the investment workflow of registered investment advisors and broker-dealers across the industry.

“SMArtX continues to attract many of the industry’s largest and well-known firms to feature on its managed accounts platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The addition of these investment firms is indicative of where are today and, more importantly, what we see coming down the pike in the near future.”

SMArtX’s continued growth is driven by two main applications of its technology: the off-the-shelf TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

“Offering manager-traded and model delivery strategies through our unified managed account platform provides a centralized solution for our clients to administer their entire investment workflow,” said Jonathan Pincus, President & COO of SMArtX. “The SMArtX platform, with its API-first, cloud-native technology continues to support some of the advisory industry’s largest firms as they continue to replace their existing managed accounts technology with SMArtX’s tailored solutions.”

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, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product 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, and asset managers.

SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 19 New Strategies

Direct Access to High Quality Model Portfolios and Managers Driving Demand

WEST PALM BEACH, Fla., September 7th, 2021 — 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 the expansion of its platform with 19 new strategies. The total number of strategies available in September is now over 890.

New investment firms adding strategies to the platform include Brentview Investment Management, Cypress Capital, Edge Asset Management, Faithward Capital, Hotchkis & Wiley, and Principal Global Investors. Heavyweight asset management firms Kayne Anderson Rudnick Investment Management, Spectrum Asset Management, and WCM Investment Management also added several strategies including mid cap core, preferred, growth, and opportunistic strategies.

Brentview Investment Management

Cypress Capital

Edge Asset Management

Faithward Capital

Hotchkis & Wiley

Kayne Anderson Rudnick Investment Management

Principal Global Investors

Spectrum Asset Management

WCM Investment Management

This expansion broadened the platform with momentum-based, growth, international, and market cap-based strategies. Furthermore, they are delivered through SMArtX’s award-winning, cloud-based solution, integrated across seven custodial platforms and traded directly by SMArtX.

“SMArtX is eager to welcome these new managers and strategies to our expanding platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The growth of SMArtX’s user base continues to be driven by modern issues affecting legacy technology. That is where SMArtX is able to step in, bringing award-winning solutions to enterprise firms and RIAs alike.”

SMArtX’s continued growth is driven by two main applications of its technology: the off-the-shelf TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

“SMArtX’s continues to lead the industry in UMA product development and innovation,” said Jonathan Pincus, President & COO of SMArtX. “The time spent maturing these tools has enabled SMArtX to offer its UMA technology farther upstream than the retail advisor, helping to broaden our client base and deliver modern solutions across entire enterprises.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform that automates the investment processes and everyday tasks of managing client accounts. 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.

SMArtX Advisory Solutions Named to Think Advisor LUMINARIES Class of 2021

SMArtX Recognized as a 2021 LUMINARY for FinTech/TAMP Platforms in the Thought-Leadership & Education Category

WEST PALM BEACH, Fla., August 19, 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 today that it has been recognized as a 2021 LUMINARY by ThinkAdvisor in the Thought-Leadership & Education category for the SMArtX 2021 Virtual Awards Program & Podcast.

The ThinkAdvisor LUMINARIES Awards celebrate top advisors, industry executives, teams, RIAs, broker-dealers, asset/investment/portfolio managers, and other firms by showcasing their achievements in four key areas:

The awards program and its related coverage will show the quantitative and qualitative impacts ThinkAdvisor LUMINARIES are making on the industry — for both today’s and tomorrow’s advisors. Closing the 2021 program will be the inaugural ThinkAdvisor LUMINARIES Awards Dinner which will take place on Tuesday November 9, 2021 at the Mandarin Oriental In New York.

“SMArtX is honored to be recognized by ThinkAdvisor as a 2021 LUMINARY,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Our vision for the inaugural SMArtX Virtual Awards Program & Podcast was to push well beyond the conventional limits of an online awards program. In terms of thought-leadership, we shattered industry norms by being creative and social, and not being afraid to use pop culture.”

In 2020, after winning the WealthManagement.com Industry Award for Technology Providers – Alternative Investment Platform, the leadership team at SMArtX decided to create The SMArtX 2021 Virtual Awards Program & Podcast to recognize individuals and companies for best performances, highest risk-adjusted returns, and the most amount of assets across various asset classes and investment methodologies. The idea grew from an internal research effort to identify the best performing strategies on the SMArtX platform based on a series of quantitative metrics.

The SMArtX 2021 Virtual Awards Program & Podcast, streamed virtually on YouTube during the pandemic, featured a star-studded cast of 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 are excited to be recognized as a LUMINARY by ThinkAdvisor,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX has built a reputation for thought leadership that delivers exponential value to the entire financial advisor community, well-beyond our existing user-base. It was time the industry experience a modern-day awards program that’s exciting and relevant across generations.”

To access the SMArtX Virtual Awards Podcast visit Spotify and visit:
https://smartxadvisory.ls.prd.smartx.us/virtual-awards-2021/

Articles and interviews with winners were made available via the podcast, website, webinars, articles, emails, and social media: YouTube, LinkedIn, Twitter.

Additional details about Think Advisor LUMINARIES and a full list of the LUMINARIES Class of 2021 are published online at https://event.thinkadvisor.com/luminaries-awards/class-2021.

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.

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