SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards

Recognizing leading investment strategies on the SMArtX Turnkey Asset Management Platform, the awards encompass 11 categories across 978 models. Winners will be announced on March 2, 2022, during a livestream event.

WEST PALM BEACH, Fla., February 10, 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 Finalists for the 2022 SMArtX Virtual Awards. Now in its second year, the Awards recognize 33 leading strategies on the SMArtX platform across 11 categories based on a weighted, quantitative scoring system.

Winners will be announced during the show’s live broadcast on March 2, 2022, at 5pm ET in a unique, celebrity-filled event, featuring special appearances from actors, athletes, comedians, and musicians throughout the program. SMArtX Founder and CEO Evan Rapoport, and President and COO Jonathan Pincus, will serve as emcees.

“Our managers are focused on achieving the results our clients seek, delivering value and consistency at scale whenever possible,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The 2022 SMArtX Virtual Awards allows us to proudly recognize 33 leading strategies who demonstrated asset management excellence through their ability to act nimbly and decisively when opportunities arise, as well as manage risks – that is what empowers our clients.”

Winners will be chosen across 11 categories from among 978 eligible strategies available on the SMArtX UMA platform, all of which are based on data metrics for the period ending December 31, 2021. The 11 categories include awards grouped by market cap, investment methodology, and direct indexes. Strategies were scored on a weighted, quantitative system.

“As the SMArtX platform expands with a diversified mix of leading asset management firms, it becomes even more relevant to identify the strategies that outperform,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “We congratulate these 33 Finalists and graciously thank the Platinum and Gold sponsors for making this awards program possible.”

For more information on the SMArtX 2022 Virtual Awards and to register for the livestream event, please visit https://smartxadvisory.ls.prd.smartx.us/

The SMArtX 2022 Virtual Awards Finalists in Alphabetical Order are:

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

SMArtX Advisory Solutions Adds New Equity Strategies to Their Turnkey Asset Management Platform

WEST PALM BEACH, Fla., February 3, 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 six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 model-traded and manager-traded separate account strategies.

New platform firms Andersen Capital Management, Mastrapasqua Asset Management, and Winthrop Capital Management collectively add large cap, growth, SMID and concentrated equity strategies to the platform. 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 expand our growing platform with these notable firms,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “SMArtX continues to offer access to a wide range of active and static asset allocation strategies within the traditional long-only industry, alternative investments, and direct indexes that give advisors the power of choice and positioning to better service their clients.”

The complete list of new strategies includes:

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.

“The necessity to become a digital-first organization will further drive demand for institutional products and efficiencies to be integrated directly into existing technology solutions,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX builds its own technology for its TAMP and for its clients who seek customized platforms, creating a natural partner to provide these solutions.”

Today’s announcement comes ahead of The SMArtX 2022 Virtual Awards Program taking place on March 2, 2022, a livestream event recognizing asset management excellence across 11 different categories.

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 Welcomes 23 New Strategies from 6 Firms to its Turnkey Asset Management Platform

SMArtX Wraps Up 2021 with 73% AUM Growth as Assets Top $19.03 Billion

WEST PALM BEACH, Fla., January 4, 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 expansion of its platform with six firms adding a total of twenty-three new strategies to their TAMP. The SMArtX platform now supports over 970 model-traded and manager-traded separate account strategies across a broad spectrum of asset classes, powered by SMArtX’s industry leading, cloud-native, API-first managed technology.

SMArtX added four new firms to the platform including OneAscent Investment Solutions, Pacific Income Advisers, Putnam Investments, and RMB Asset Management. Collectively these firms added twenty-one new diversified strategies across a broad range of equity, international, and fixed income strategies.

Two prominent firms already on the SMArtX platform, index provider Alpha Vee and asset manager T. Rowe Price Associates, added a direct indexing SMID equity index and a large-cap equity income strategy, respectively. SMArtX continues to expand its platform at a rapid rate in line with its surge in assets under management in 2021, which saw a 73% increase to top $19.03 billion.

“SMArtX is entering 2022 with a host of new investment solutions that further cements our firm as a key distribution hub for some of the largest asset managers in the world,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “SMArtX’s asset growth continues to lead the industry as we deepen the relationships we have in place with both our RIA and enterprise partners.”

The complete list of new strategies incudes:

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.

“2021 demonstrated the ongoing need for development within technology stacks as we mark a year where the VIX stayed above its rolling average and did not close below 15 for the first time in a decade,” said Jonathan Pincus, President & COO of SMArtX. “This type of market volatility continues to strain aging systems, producing inferior outcomes for firms relegated to operating antiquated technology.”

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 OCIO Services with Publication of SMArtX Select Manager List

The Select List Provides Extra Due Diligence on Existing Platform Strategies

WEST PALM BEACH, Fla., December 15, 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 outsourced chief investment officer (‘OCIO’) services with the publication of the SMArtX Select list. The Select list is a subset of investment strategies currently on the SMArtX platform, identified through an extensive due diligence process headed by SMArtX’s Chief Investment Strategist, Pascal Roduit.

The list is determined through a proprietary methodology created by Pascal Roduit using a quantitative screening process to filter the 955 investment strategies down to approximately 80. The four-step screening process focuses on: the ability to generate alpha over a peer group benchmark; positively skewed risk/return profile distribution; downside and tail-risk management, and consistency of returns. SMArtX introduced the Select list to meet the demand of clients who were seeking a turnkey methodology to concentrate on a smaller strategy selection pool. It also provides the foundation for SMArtX Complete, SMArtX’s preset investment portfolios, available exclusively on the SMArtX platform.

“SMArtX already requires managers to meet a specific set of pre-requisites to be on the platform in the first place,” said Evan Rapoport, Founder and CEO of SMArtX. “For advisors allocating to third party strategies, the additional layer Pascal provides is exactly in line with the core functionality of a TAMP: streamlining operational efficiencies, enabling advisors to operate at scale, and putting more time back into their day to focus on their clients.”

SMArtX has seen assets under management increase over 71% so far in 2021. This growth is driven by two main applications of its technology: the off-the-shelf TAMP offering with built-in OCIO services, which is constructed 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.

“During my multi-decade tenure analyzing hedge funds for large institutions, I developed an extensive process based on the concepts of Omega and Risk Appraisal Drives Absolute Returns (“RADAR”) methodology,” said Pascal Roduit, Chief Investment Strategist. “Just like with so many other aspects of the SMArtX platform, we are always looking to bring institutional solutions to advisors in a simple, easy-to-use format.”

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 about the SMArtX Select List here.

SMArtX Advisory Solutions Announces Five New Firms and 27 Strategies to its Turnkey Asset Management Platform

Expansion of the SMArtX TAMP Platform directly follows the announcement of new strategic and commercial relationship

WEST PALM BEACH, Fla., December 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’), today announced the expansion of its platform with five new firms and 27 strategies. The SMArtX platform now supports over 950 model-traded and manager-traded separate account strategies across a broad spectrum of asset classes, powered by SMArtX’s industry leading, cloud-native, API-first managed technology.

SMArtX added five new firms to the platform including Beacon Capital Management, Earth Equity Advisors, J.P. Morgan Asset Management, Parametric Portfolio Associates, and Sterling Capital Management. Collectively these firms add 17 new diversified strategies across a broad range of ESG, equity, and fixed income strategies.

Ten additional strategies were added by Federated Hermes, Invesco Advisers, Lazard Asset Management, and Suncoast Equity Management, notable asset managers already on the SMArtX platform. This surge of new strategies comes on the heels of SMArtX’s recent announcement of its new enterprise commercial and strategic relationship (full details here).

“We are excited to see these great firms and new strategies cap off a monumental year of growth at SMArtX,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “With assets set to increase in the coming months over and above the 68% AUM growth year-to-date, SMArtX’s performance signifies a changing of the guard.”

The complete list of new strategies incudes:

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 enterprise business is bolstered by its ability to tailor solutions to the functional needs of the organization,” said Jonathan Pincus, President & COO of SMArtX. “The flexibility and scalability of our managed accounts technology plays a central role in streamlining operational efficiencies which gives our enterprise clients the distinct competitive advantage they need to win in 2022.”

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 Establishes Strategic and Commercial Relationship with Morningstar Investment Management

SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform

WEST PALM BEACH, Fla., November 16th, 2021 — SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading independent research provider Morningstar, Inc. (Nasdaq: MORN).

SMArtX has been selected to power Morningstar’s turnkey asset management platform. SMArtX’s industry leading, cloud-native, API-first managed account technology will support Morningstar Investment Management’s integrated advisor solution for seamlessly managing client assets, including intra-day portfolio and performance pricing, click-to-allocate functionality, automated trading and rebalancing, exclusions/substitutions, cash management, and tax harvesting tools. The solution streamlines day-to-day tasks for opening, managing, and monitoring client accounts.

SMArtX’s flexible solution provides Morningstar Investment Management with an engine to help grow its TAMP business by consolidating its vast subject matter expertise into a modern platform fit for today’s managed accounts industry. Additionally, Morningstar, Inc. made a direct investment in SMArtX, structured as a convertible note, earlier this year to support its continued growth. Over the last 13 months, SMArtX’s assets under management have increased approximately 785% to top $18.84 billion and client accounts have grown 827% to 79,029.

“When SMArtX made the decision to consider new strategic prospects we knew there were opportunities to team with many firms, but we decided to focus on a handful of firms that would help us grow both strategically and commercially,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “We have previously been supported by private equity firms and we believe now is the right time to develop deeper relationships with some of the industry’s largest companies. We couldn’t be happier to work with Morningstar and its investment management group.”

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 UMA technology through its application programming interface (API) to meet the tailored mandates of large enterprises.

“Putting investors first permeates everything we do, including the technology choices we make to help advisors put their clients’ needs front and center,” said Daniel Needham, president, Morningstar Investment Management. “Leveraging SMArtX’s flexible and scalable API for unified managed accounts technology for enterprises helps us create a seamless experience for advisors that drives successful investor outcomes.”

“The recent groundswell of financial technology advancements requires a flexible, cloud-based infrastructure built on a modular, micro-services architecture with highly efficient data flow to effectively integrate and bring clients the best outcomes. That is exactly what SMArtX brings to the table,” said Jonathan Pincus, President & COO of SMArtX Advisory Solutions.

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 management process and reduces the administrative burden of overseeing client investment portfolios. The firm also licenses its proprietary managed accounts technology to help firms replace legacy technology and powers several investment platforms for RIAs, broker-dealers, and asset managers. Follow SMArtX on Twitter and LinkedIn @SMArtXAdvisory.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $260 billion in assets under advisement and management as of September 30, 2021. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

About Morningstar’s Investment Management group

Morningstar’s Investment Management group is a leading provider of discretionary investment management and advisory services. Guided by seven investment principles, the group is committed to focusing on its mission to design portfolios that help investors reach their financial goals. The group’s global investment management team works as one to apply a disciplined investment process to its strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. As of June 30, 2021, Morningstar’s Investment Management group was responsible for approximately $251 billion* in assets under advisement and management across North America, EMEA, and Asia-Pacific.

In addition to advisory services, the group’s investment professionals build and manage model portfolios for financial advisors in the United States, United Kingdom, Australia, South Africa and India to create strategies that incorporate a wide variety of investment objectives.

*Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates Inc. all of which are subsidiaries of Morningstar, Inc. Advisory services listed are provided by one or more of these entities, which are authorized in the appropriate jurisdiction to provide such services.

SMArtX Advisory Solutions Expands with Another 27 New Strategies on its Turnkey Asset Management Platform

Year to date (YTD) growth of 64% represents an all-time high of $18 billion Assets Under Management (AUM)

WEST PALM BEACH, Fla., November 2nd, 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 27 new strategies. The SMArtX platform now supports over 930 model traded and manager-traded separate account strategies.

SMArtX added seven select, new firms to the platform, including Advisor Partners, Argent Capital Management, Howard Capital Management, Madison Investment Advisors, Penn Capital, Redwood Investment Management, and TCW Investment Management. Collectively these firms add 20 new diversified strategies across a broad range of international and global strategies, direct indexing, equity, and fixed income.

In addition, existing firms Brandes Investment Partners, Dana Investment Advisors, Kayne Anderson Rudnick Investment Management, Martin Investment Management, and Schafer Cullen Capital Management collectively add seven strategies to the platform.

“We are proud to welcome these great names and firms to SMArtX,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Reaching this new AUM milestone represents a fundamental shift in advisor demand away from older, legacy systems. SMArtX technology is scalable and opens the door for many other possibilities.”

The complete list of new strategies incudes:

The new strategies are all available on the award-winning, cloud-based SMArtX TAMP, whose assets under management (‘AUM’) continues to grow at break-neck pace, recently topping $18 billion. This represents approximately a 64% YTD AUM growth, making it one of the fastest growing firms in the managed accounts industry.

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.

“As financial technology evolves, enterprise firms continued to be faced with the same question for their legacy managed accounts technology: Replace or Integrate,” said Jonathan Pincus, President & COO of SMArtX. “Regardless of the strategic decision, SMArtX offers the same award-winning technology through its TAMP interface or through its API data feeds, each tailored to meet the needs of our 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.

SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards

SMArtX’s Turnkey Asset Management Platform Receives Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Chief Marketing Officer of the Year

WEST PALM BEACH, Fla., September 27th, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced it won two WealthManagement.com 2022 Industry Awards in the categories of TAMPS: Model Marketplaces and Technology Providers: Chief Marketing Officer of the Year.

SMArtX was recognized for its extensive model marketplace, which features over 1,100 long/short, long only, short biased, short only, and options strategies offered in a sleeved unified managed account with a OCIO overlay. Its second award went to Alex Smith-Ryland for technology provider Chief Marketing Officer of the Year. SMArtX was also named a Finalist in two other categories: technology provider Chief Executive Officer of the Year and TAMP solution.

“We’re excited to be recognized as a leading firm in the managed accounts technology industry,” said Evan Rapoport, founder and CEO of SMArtX. “Our team has worked hard to achieve this recognition, and we are proud of their dedication. We are also excited about continued innovations that will help our clients grow their businesses.”

Now in its eighth year, the WealthManagement.com Industry Awards is the only awards program to recognize outstanding achievements by companies, individuals and organizations that support financial advisor success.

“I am honored to be included in the same group as this year’s Finalists and past winners,” said Alex Smith-Ryland, Chief Marketing Officer of SMArtX. “Being able to work with such great people, innovative products, and cutting-edge technology makes my job all the easier.”

SMArtX was also nominated as a Finalist for the MMI/Barron’s Solutions Provider of the Year, which honors a technology firm or service provider that exemplifies innovation in delivering better outcomes for investors and financial advisors. Award winners will be announced at the MMI Industry Celebration Night on October 20th as part of the 2022 MMI Annual Conference.

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

About WealthManagement.com WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

About Informa Informa PLC is a leading, international business to business information services Group, operating in over 30 countries. Informa creates transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Informa products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

Seven New Strategies Join the SMArtX Advisory Solutions Platform

New Asset Management Firms – Astor Investment Management, Kayne Anderson Capital Advisors, L.P. and Winslow Capital – Further Expand SMArtX’s Turnkey Asset Management Platform (TAMP).

WEST PALM BEACH, Fla., September 7, 2022 — 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 addition of seven new investment strategies to its platform. The SMArtX platform now supports 1,102 model-traded and manager-traded separate account strategies from 271 of the world’s leading asset managers.

Three new asset management firms — Astor Investment Management, Kayne Anderson Capital Advisors, L.P,, and Winslow Capital — have been added to SMArtX’s platform, giving advisors additional strategies to build and offer custom portfolios at scale. These new offerings are distributed and traded by SMArtX across seven custodial platforms through its award-winning cloud-based solution.

“SMArtX is excited to welcome these new names and strategies to the platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Quality over quantity has been the driving force of the SMArtX Turnkey Asset Management Platform (TAMP) since its inception. The quality of managers joining SMArtX is an enduring testament to the importance of diversified distributions and the ease of model delivery directly to advisors’ brokerage accounts.”

Cypress Capital Partners and Eulav Asset Management, two existing firms on the SMArtX platform, now offer investors access to more strategies. The new strategies across all five firms encompass model delivery exposures to equity, fixed income, and infrastructure strategies.

The complete list of new strategies includes:

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 tailor and utilize its UMA technology through cloud-based APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

Jonathan Pincus, President and COO of SMArtX expanded that “the ongoing development of automation solutions within the managed accounts industry has improved efficiencies, increased integrations across firms, and led to better outcomes for advisors and their clients.”

Download a copy of SMArtX’s Manager Profiles Brochure for September 2022 to access the current offering of available strategies on the SMArtX Advisory Platform.

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 Announces Partnership with Flyer Financial Technologies 

SMArtX Leverages Flyer Financial Technologies to Upgrade Managed Accounts Solutions

WEST PALM BEACH, FL, August 23rd, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced a partnership with Flyer Financial Technologies (‘Flyer FT’) and its Co-Pilot OEMS, a cloud-based order and execution management platform. The integration of Flyer FT’s Co-Pilot OEMS and SMArtX’s UMA technology streamlines broker and custodial connectivity while expanding trading services and capabilities for advisors and asset managers using the SMArtX platform.

By integrating Co-Pilot OEMS via API, SMArtX clients will have full control over order instructions, order routing, and post trade allocation processing, while maintaining real-time visibility that supports ongoing portfolio management updates from advisors, model managers, and other platform participants. As a result, traders will improve execution quality and scale their middle and back-office trade operations.

“SMArtX is thrilled to partner with a leading WealthTech firm like Flyer FT to bring best-in-class trading capabilities to the managed accounts industry,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “This partnership will support asset managers and managed accounts providers that need a better way to deliver their services at scale.”

The partnership will enable traders at SMArtX enterprise firms, TAMPs, independent broker-dealers, and other providers to effortlessly trade at scale with a seamless experience. It will also assist asset managers looking to scale their middle and back-office operations while supporting accounts across multiple custodians. Flyer Trading Network is connected directly to over 100+ brokers and custodians supporting SMArtX’s current roster of 7 custodians and expansion plans for adding 2 more custodians.

“Flyer is excited to work with an innovative firm like SMArtX to enable a shared vision of delivering a feature-rich trade order management platform,” said Brian Bleasdell, Chief Product Officer of Flyer FT. “By using the Co-Pilot API, SMArtX has greatly enhanced their order management workflows and overall trading capabilities. The API enables third-parties, such as SMArtX, to integrate advanced OEMS functionality and trading connectivity in a fraction of time that it would have taken to build in-house.”

The partnership lays the groundwork for the next stage of SMArtX’s technological expansion: an end-to-end standalone portfolio management solution designed to support managed accounts across custodians for asset managers, while continuing to advance the capabilities of the SMArtX TAMP.

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

About Flyer Financial Technologies

Flyer Financial Technologies (Flyer FT) builds cutting-edge technology that solves asset and wealth management firms’ toughest trading workflows. As a leading cloud-based FinTech provider, Flyer FT serves wealth managers, asset managers, broker-dealers, RIAs, banks, TAMPs and other technology service providers. The platform includes Co-Pilot, a multi-asset trading platform, and Flyer Trading Network, an order and trade routing network with direct FIX connectivity. Co-Pilot and FTN enables advisors, portfolio managers, and traders the freedom to focus on performance at each stage of the trading lifecycle, from portfolio construction to trade execution. For more information, visit https://flyerft.com/.

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