SMArtX Advisory Solutions Named Finalist in Two Categories for 2021 WealthManagement.com Industry Awards

Founder and CEO Evan Rapoport and Chief Marketing Officer Alex Smith-Ryland Shortlisted as Finalists

WEST PALM BEACH, Fla., August 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’), today announced that it has been nominated in two categories for the 2021 Wealth Management Industry Awards.

Now in its 7th consecutive year, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. More than 900 entries were received from 346 companies—an increase of over 40% from previous years.

“It’s an honor to be shortlisted as a finalist by WealthManagement.com in two categories for the second consecutive year,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “This recognition certainly bodes well for the wonderful team at SMArtX, including my fellow nominee Alex Smith-Ryland, Chief Marketing Officer. It’s because of them we entered 2021 with strong momentum and delivered another two-quarters of record-setting growth, up by 62% year to date to $17.34 billion.”

SMArtX 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.

A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2021 Industry Award winners, announced during an in-person and virtual evening awards ceremony at the Ziegfeld Ballroom in New York City on September 9, 2021.

“SMArtX is proud to be recognized alongside such a distinguished panel of industry leaders,” said Jonathan Pincus, President & COO of SMArtX. “Over the course of the last 18 months, it became clear our team had to be more agile and adapt together in new and innovative ways. In their respective roles, Evan and Alex proved to be invaluable to SMArtX’s mission and vision amid a fast-paced, demanding environment.”

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.

SMArtX Advisory Solutions Platform Adds 45 New Strategies as Assets Grow 60% YTD to $17.19 Billion

5 New Firms Joined the Platform as BlackRock and Invesco Further Expand Their Offering

WEST PALM BEACH, Fla., August 4, 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 launch of 45 new strategies in August, bringing the total number of broadly available strategies on the platform to 877.

SMArtX’s strategy marketplace has continued to expand in line with its significant asset growth, up by 60% year to date to $17.19 billion.

Investment strategies added by platform newcomers include Causeway Capital Management, Copeland Capital Management, Flexible Plan Investments, Focus Point Capital, and MayTech Global Investments. Heavyweight asset management firms BlackRock and Invesco Advisers, Inc. added multi-asset income models and corporate and municipal offerings respectively.

Together, these new models expand SMArtX’s range of strategy diversity across municipal fixed income, international, ESG, and faith-based strategies. Furthermore, they are delivered through SMArtX’s award-winning cloud-based solution, integrated across seven custodial platforms and traded directly by SMArtX.

“We are excited to welcome these great firms and strategies to the SMArtX platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The success of SMArtX has drawn attention to the value of an effective platform, which is driving our growth. While other legacy platforms are encountering bottle necks, we’re adding more and more strategies with relative ease and at the turn of a key.”

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.

“Long ago SMArtX invested in the process of deliberate creation to become the best TAMP on the market,” said Jonathan Pincus, President & COO of SMArtX. “A disproportionate amount of time was spent engineering the client desktop side of our platform. Today we can confidently see our vision come to fruition and multiply across registered investment advisors throughout the U.S.”

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.

SMArtX Advisory Solutions Expands Partnership with SS&C’s Black Diamond Wealth Platform

Seamless API and data integration enhance business process automation

WEST PALM BEACH, Fla., August 3, 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 further expansion of its partnership with SS&C’s Black Diamond® Wealth Platform. A newly enhanced integration between the solutions fosters a more user-friendly client experience and reinforces the renewed partnership that maintains SMArtX as the exclusive managed accounts Platform Partner for Black Diamond.

Because of the direct data feed within the Advent Custodial Data network, Black Diamond advisors using SMArtX can analyze UMA sleeves directly within Black Diamond. The new deeper integration elevates the combined offering by adding automation that streamlines the seamless TAMP experience.

“Our ongoing relationship with SS&C continues to provide better outcomes to our mutual clients,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “By further deepening our systems integrations, we are able to offer timely, transparent information to Black Diamond clients that helps them deliver top-quality services to their clients.”

“Our integration makes it easy for advisors to use both award-winning tools,” said Steve Leivent, Co-General Manager, SS&C Advent. “Black Diamond’s client-centric features, combined with SMArtX’s managed account technology, delivers a seamless and integrated workflow.”

SMArtX’s continued partnership with SS&C automates the creation of new portfolios, accounts, and sleeves within a client relationship, simplifying the householding of SMArtX accounts within Black Diamond. Advisors gain a clearer picture of client accounts within Black Diamond while saving them time and effort.

“SMArtX is excited to maintain our partnership and carry on delivering an integrated, best-in-class wealthtech platform,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX is at the forefront of UMA technology, bringing modern solutions to advisors, broker-dealers, and their respective enterprises.”

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.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

SMArtX Advisory Solutions Expands Platform with 56 New Strategies and Proprietary ETF Model Portfolios

The Turnkey Asset Management Platform Assets Experienced a Nearly Nine-Fold Increase in Assets Under Management Over Trailing Twelve Months (TTM) to $16.5 Billion

WEST PALM BEACH, Fla., July 8th, 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 launch of 56 new strategies in July, bringing the total number of broadly available strategies on the platform to 832.

Today’s announcement comes on the heels of a year of growth for SMArtX — marking an all-time high in assets under management of $16.5 Billion, an increase of 864% over the trailing twelve months — and the recent launch of its proprietary outsourced chief investment officer (‘OCIO’) ETF Target Allocation Strategies.

Investment strategies have been added by platform newcomers Ballast Equity, Crosspoint Capital Management, Frontier Asset Management, Lyons Wealth Management, McElhenny Sheffield Capital Management, and SMArtX Advisory Solutions, joining additional strategies from existing investment management firms Henry James International Management, Krane Funds Advisors, Lazard Asset Management, Stringer Asset Management, T. Rowe Price Associates, Inc., and Toews Corporation.

These new offerings enable independent financial advisors and firms to access a wide range of strategies across international and emerging markets, target allocation models, tactical strategies, and sector exposures in one easily run unified managed account (UMA). Additionally, SMArtX’s best-in-class turnkey asset management platform provides a cloud-based solution to construct and administer dynamic model portfolios while maximizing tax efficiency through its built-in tax lot harvester tool.

“We are excited to a reach a brand-new milestone in terms of AUM and the number of strategies available on the SMArtX platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Onboarding these well-respected names, attracting the best advisors on the planet, and surpassing our goals gives us reason to believe SMArtX’s TAMP is hands down, the best outsourced solution on the market.”

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.

“Advisors deserve access to better service, solutions, trading, and customer support without the need for additional investment,” said Jonathan Pincus, President & COO of SMArtX. “It’s why we’ve seen enormous growth and consequential demand for our platform, particularly from the RIA channel and breakaway firms who favor the competitive advantages of a modern tech stack.”

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.

SMArtX Advisory Solutions Expands OCIO Services with Launch of Proprietary Asset Allocation Strategies

The New SMArtX OCIO ETF Target Allocation Strategies Include Seven Actively Managed, Global, Multi-Asset Portfolios

WEST PALM BEACH, Fla., July 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 launch of its proprietary outsourced chief investment officer (‘OCIO’) ETF Target Allocation Strategies. The seven strategies represent a combination of equity/fixed income allocations, ranging from 0/100 to 100/00.

The strategies – actively managed by SMArtX’s Chief Investment Strategist, Pascal Roduit – are an extension of SMArtX’s OCIO services. They consist of a range of risk-based portfolios using a combination of tax efficient and low-cost domestic and international ETFs, offered from multiple ETF providers with strong companies behind them. SMArtX OCIO ETF Target Allocation Strategies are designed to deliver actively managed, tax efficient portfolios to investors with an absolute return bias.

These OCIO ETF Target Allocation strategies are exclusively offered through the SMArtX TAMP to financial advisors and will be made available to RIAs, independent broker-dealers, banks, trusts, and asset managers currently powering their own proprietary TAMPs with SMArtX UMA technology.

“SMArtX OCIO ETF Target Allocation Strategies equalizes the playing field for RIAs by providing financial advisors and smaller firms with access to OCIO strategies at a fraction of the price,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “These strategies leverage the distinct advantages of outsourced CIO services including economies of scale, speed and results. You better believe they’re here to help advisors compete and win business because of it.”

SMArtX’s OCIO ETF Target Allocation Strategies provide a product-agnostic, turnkey portfolio solution based on a proprietary downside risk driven portfolio construction process known as RADAR (Risk Appraisal Drives Absolute Return). Over the last 3 years, RADAR has been the engine behind the successful SMArtX OCIO Target Allocation Models program, which is part of the SMArtX OCIO services offered to clients.

“SMArtX has experienced rising demand for custom portfolio construction and risk management services,” said Jonathan Pincus, President & COO of SMArtX. “These new strategies, created and managed by an OCIO with decades of experience and governance, transcends traditional industry conventions in favor of a solution that scales. Now firms of all sizes can reap the incremental rewards of using our OCIO services.”

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.

For additional information about SMArtX OCIO services,
please visit https://smartxadvisory.ls.prd.smartx.us/ocio-2/.

New Additions to the SMArtX TAMP Include Strategies from Fidelity Institutional, Russell Investments, and Indxx Cannabis Industry Index

The Turnkey Asset Management Platform Adds 19 Strategies as Assets Reach an All-Time High of $15.902 Billion in AUM

WEST PALM BEACH, Fla., June 3rd, 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 recent addition of nineteen strategies in June.

New investment strategies from industry leaders Fidelity Institutional and Russell Investments along with Aristotle Atlantic Partners, Indxx, Royce Investment Partners, Schafer Cullen Capital Management, and Sustainable Insight Capital Management include asset allocation, direct index, and market cap strategies. The Indxx Cannabis Industry Index expands the June offering to include various legal cannabis sub-themes.

This latest expansion of the SMArtX platform offers independent financial advisors the ability to construct dynamic portfolios, quickly and easily, while reaping the rewards of SMArtX technology and its TAMP – better service, solutions, trading, and customer support.

It also coincides with most-recent all-time high of $15.902 billion in assets under management, representing an increase of 45% since the beginning of the year.

“Our rapid acceleration and growth speak to a modern, more discerning RIA whereby the power of choice, coupled with speed and ease of execution, are the norm, not the exception,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The first half of the year saw assets increase another 45%, and that is on top of a 643% increase in AUM in 2020. I believe that makes SMArtX one of the fastest growing TAMPs.”

SMArtX 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.

“Advisors are bracing for new economics and the ongoing threat of potential business-cycle downturns, hence a rebalancing of priorities focused exclusively on growth,” said Jonathan Pincus, President & COO of SMArtX. “We’ve seen proof and evidence in this industry particularly, that the future belongs to those business leaders willing to push past doing business as usual. SMArtX provides that competitive advantage.”

The 19 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.

SMArtX Advisory Solutions Deepens Their UMA Platform with ESG, Global, and Sector-Based Index Strategies

Investment Strategies from NorthCoast Asset Management, Pearl Impact Capital, and Sustainable Insight Capital Management Are Now Available

WEST PALM BEACH, Fla., May 5th, 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 twelve additional strategies in May.

NorthCoast Asset Management, Pearl Impact Capital, and Sustainable Insight Capital Management joined the SMArtX platform in May, while another six strategies were brought on by existing model providers Indxx, Morningstar Indexes, and Sage Advisory Solutions.

One of the key drivers behind new asset growth is the increasing investor demand for environment, social, and governance (ESG) and socially responsible investing (SRI) strategies. Likewise, advisor demand for strategies focused on disruptive innovation continues to increase.

The strategies added in May, specifically Sustainable Insight Capital Management’s ‘Global Impact’ and Pearl Impact Capital’s ‘Global’ and ‘International’ strategies, all focus on ESG/sustainable opportunities around the globe.

The balance of new strategies also increase the scope of sector specific direct index strategies with Morningstar Indexes’ ‘Wide Moat Index’ and several sector specific strategies from Indxx such as the ‘Disruptive Technologies’ and ‘Junior Robotics & AI’ indexes. NorthCoast Asset Management rounds out the new strategies with two tactical growth models.

The vast majority of leading managers choose to align with SMArtX platform for very good reason,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “It’s not just about technology anymore; it’s about the entire value chain. SMArtX’s ability to help advisors reap the benefits with a more distinctive and profitable offering supports the firm’s ability to win new clients and plan for its future.”

SMArtX 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.

“The pandemic exposed many cracks in the proverbial foundation, especially for larger enterprises, which helps to explain the rapid acceleration effect at SMArtX over the last 12 months,” said Jonathan Pincus, President & COO of SMArtX. “Day after day, we onboard new advisors, enterprises, and asset managers to our platform for one simple reason: The last thing an advisor wants to do is to take a chance with a platform that can’t cut it in today’s highly reactive markets.”

The 12 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.

SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies

Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others

WEST PALM BEACH, Fla., April 5th, 2022 — 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 14 new investment strategies from 11 different firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 model-traded and manager-traded separate account strategies offered from a diverse group of 248 asset managers.

SMArtX has partnered with six new firms adding Eulav Asset Management, Laurus Investment Counsel, Lord, Abbett & Co., Old West Investment Management, Newfound Research, and Scharf Investments. These new offerings are distributed and traded by SMArtX through its award-winning cloud-based solution across seven custodial platforms.

“SMArtX continues to deepen its diverse range of investment strategies with this month’s addition of equity, fixed income, asset allocation, and crypto strategies to the platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Our firm has always taken pride in its ability to cater to each client’s investment objectives by providing distinct and innovative investment solutions often not found anywhere else.”

Five existing firms are adding new strategies to the platform: Dana Investment Advisors, HGK Asset Management, IDX Insights, Lear Investment Management, and LMCG Investments.

The complete list of new strategies include:

* Indicates manager traded SMA only

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 President & COO Jonathan Pincus emphasized that “the ability to effectively gain access to and continuously trade strategies in volatile markets has become a necessity for advisors growing their practice. Instead of spending hours or even days moving in and out of positions across accounts, we leverage technology to decrease the operational burden of trading, and allow advisors more time to find and cater to clients.”

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. Learn more at www.smartxadvisory.com

SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone

The addition of 36 new investment strategies from 14 firms drives record-setting growth

WEST PALM BEACH, Fla., March 8, 2022 — 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 addition of 36 new investment strategies from 14 firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 1,000 model-traded and manager-traded separate account strategies.

SMArtX saw an influx of nine new firms, spearheaded by industry behemoths Loomis, Sayles & Company and WisdomTree Asset Management. Other firms new to the SMArtX platform include 4Thought Financial Group, Burke Wealth Management, Dividend Assets Capital, Eventide Asset Management, Taylor Frigon Capital Management, Tran Capital Management, and Weatherstone Capital Management. Access to their strategies are delivered through SMArtX’s award-winning, cloud-based solution, integrated across seven custodial platforms, and traded directly by SMArtX.

“As demand for SMArtX’s managed accounts technology continues to grow, we are expanding our strategy base to meet client requirements, and what better way to do so than with great firms like these,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “One of SMArtX’s key offering is the ability to find household names right alongside smaller firms who are beginning to make a name for themselves, all on the same platform.”

The new firms are joined by five existing firms who are adding another 13 strategies including Blackrock, Brandes Investment Partners, Dana Investment Advisors, Ocean Park Asset Management, and Winthrop Capital Management.

The complete list of new strategies include:

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 is continuing its move further upstream into large enterprise firms to replace their decades old managed accounts technology with a new engine,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX’s flexibility provides the ability for firms to keep their existing tech stack if they wish, and just upgrade the internal systems for a faster, better, and more robust experience.”

Today’s announcement comes on the heels of the SMArtX 2022 Virtual Awards Program, which took place on March 2, 2022, recognizing asset management excellence across 11 different categories. For more information and to watch a replay of the awards, please visit www.smartxadvisory.com

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. Learn more at www.smartxadvisory.com

2nd Annual SMArtX 2022 Virtual Awards Announces Winners, Recognizing Asset Management Excellence

Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform

WEST PALM BEACH, Fla., March 3rd, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards. Now in its second year, the Awards recognized 11 leading strategies on the SMArtX platform.

The unique livestream event featured special appearances from well-known celebrities, actors, and musicians such as Don Johnson, David Hasselhoff, LeAnn Rimes, Kenny G and others.

Winners were selected across 11 categories from among 978 eligible strategies available on the SMArtX UMA platform, based on annual data collected for the period ending December 31, 2021. The 11 awards categories were grouped by market cap, investment methodology, and direct indexes. The winning strategies were scored on a weighted, quantitative system.

“The 2022 SMArtX Virtual Awards winners designation marks a higher echelon of asset management excellence illustrated by an ability to outperform industry benchmarks and a certain subset of their peers,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Highlighting tonight’s winners also gives SMArtX an opportunity to turn our data into actionable insights for a financial advisor’s practice.”

This year’s winners will be featured in the upcoming SMArtX 2022 Virtual Awards Webinar and Podcast series available on Spotify and Amazon Music. Topics ranging from portfolio construction to risk mitigation will be addressed by award-winning institutional money managers in addition to current views on positioning portfolios amid uncertainty for 2022.

“The SMArtX platform does more than just provide access to investment strategies through its cutting-edge managed accounts technology platform,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “The platform provides a carefully curated and vetted ecosystem for clients and asset managers to come together, leverage market intelligence, and move with speed and agility through changing market dynamics.

For more information on the SMArtX 2022 Virtual Awards and to watch a replay for a limited time, please visit https://www.smartxadvisory.com/2022-awards-home-page/

The SMArtX 2022 Virtual Awards Winners are:

All Cap Strategy of the Year: Faithward All Cap Momentum by Faithward Capital
Alternative Strategy of the Year: AXS Multi-Strategy Alternatives by AXS Investments
Balanced Strategy of the Year: Muhlenkamp & Co., Inc. All Cap Value by Muhlenkamp & Co., Inc.
Direct Index of the Year: IDX Crypto Opportunity Index by IDX Insights
ESG/SRI Strategy of the Year: Dana Social ESG Equity Strategy by Dana Investment Advisors
Fixed Income Strategy of the Year: Rareview Dynamic Fixed Income CEF by Rareview Capital LLC
Global/International Strategy of the Year: Hilton Dividend & Income Strategy by Hilton Capital Management
Large Cap Strategy of the Year: Suncoast Dividend Growth by Suncoast Equity Management
Real Estate Strategy of the Year: Adelante Property Securities Model by Adelante Capital Management
Small/Mid Cap Strategy of the Year: Faithward Small Cap Momentum by Faithward Capital
Strategist of the Year: Flexible Plan Multi-Strategy Equity Trends by Flexible Plan Investments

The SMArtX 2022 Virtual Awards is generously supported by several leading investment managers who serve as event sponsors:

Platinum Sponsors:

BlackRock

Franklin Templeton

Krane Shares

Schafer Cullen Investment Management

Gold Sponsors:

Donoghue Forlines

Northern Trust

Ocean Park Asset Management

Russell Investment Management

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. Learn more at www.smartxadvisory.com

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