ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform

Alpha Vee, Capital Research and Management Company, and Principal Global Investors Expand their Presence with Additional Strategies

WEST PALM BEACH, Fla., March 7, 2023 – 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 has added twenty-five strategies to its UMA platform, increasing its already substantial manager roster that features most of the world’s leading asset managers. ARS Investment Partners and Piton Investment Management are new to the SMArtX platform, while existing platform firms Alpha Vee, Capital Research and Management Company, and Principal Global Investors all added new strategies.

ARS Investment Partners added its ETF and equity-focused strategies, while Piton Investment Management is now offering its fixed income solutions to SMArtX clients for the first time. Alpha Vee and Principal Global Investors each deployed one additional strategy in March, but Capital Research and Management Company was the largest contributor with 17 new strategies. The new American Funds strategies encompass their class F-2 shares, joining another 17 American Funds strategies featuring class F-3 shares.

The full list of new strategies includes:

“Client demand continues to drive the growth of the SMArtX UMA platform, which enables us to add so many great firms like ARS Investment Partners and Piton Investment Management,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “We’re continuing to reinforce the platform in response to the adoption of SMArtX technology by advisory and enterprise firms 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 tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

“The implementation of SMArtX not just as a technology vendor, but as a business partner helping our clients build their firms by establishing new revenue centers and scaling efficiencies is one of the core tenants of our growth,” said Jonathan Pincus, President and COO of SMArtX.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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.

Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform

SMArtX Billing Continues to Expand as Billed Assets Approach $10 Billion

WEST PALM BEACH, Fla., February 7, 2023 — 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 has added five strategies offered by four asset management firms to its platform, bringing the total to 1,106 strategists from 282 of the world’s leading asset managers. Dearborn Partners and Ativo Capital Management are new to SMArtX, while Matrix Asset Advisors, Inc. and Kensington Analytics, LLC, each added new strategies to their existing presence on the platform.

Ativo Capital Management is now supplying its International ADR select strategy, which focuses on the developed and emerging markets ex US, and Dearborn Partners added two strategies designed to reduce vulnerability by investing in firms in strong financial condition with little or no debt. Matrix Asset Advisors added a large cap value equity strategy and Kensington Analytics added a strategy with exposure multiple market segments.

The full list of new strategies includes:

“SMArtX is excited to add Ativo Capital Management and Dearborn Partners to our UMA platform,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “In addition to the expansion of the model marketplace, SMArtX is continuing to see high demand for our billing application, which is providing new levels of flexibility and control while helping firms find lost revenue from inaccurately billed accounts.”

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 SMArtX billing application is setting a new precedent in functionality that is helping firms to manage their billing cycle more efficiently and accurately,” said Jonathan Pincus, President and COO of SMArtX. “The ability to automate and control the process from the firm level down to the individual sleeve is not only helping revenue drop to the bottom line but freeing up resources to focus on other value-add services.”

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 Starts 2023 By Adding Another Eight Strategies to Its UMA Platform

SMArtX Realized a 50% Growth in Assets in 2022 Despite the S&P 500 Down -18.11%

WEST PALM BEACH, Fla., January 5, 2023 — 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 has added eight strategies offered by three leading asset management firms to its platform. All three firms are new to SMArtX, and the additions bring the total number of strategies to 1,114 from 283 of the world’s leading asset managers.

Diamond Hill Capital Management, EQM Indexes, and Opal Capital Investments expanded the SMArtX model marketplace with a diverse set of strategies. Diamond Hill and Opal Capital added strategies focused on equity market capitalization and dividend income, respectively. EQM Indexes broadened SMArtX’s already substantial catalogue of direct indexes with strategies aimed at select investment opportunities.

“SMArtX is starting 2023 exactly where we left off in 2022: with the expansion of our model marketplace and ongoing asset growth. These two aspects that have enabled SMArtX to become one of the fastest growing TAMPs in the industry,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “Even though the equity markets produced a negative return in 2022, SMArtX clients were able to reexamine existing investment portfolios and make adjustments from our wide-ranging model marketplace.”

The full 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.

“SMArtX continues to expand its functionality throughout the industry by providing some or all of our technology solutions to existing technology stacks via APIs,” said Jonathan Pincus, President and COO of SMArtX. “Our modern APIs are able to deliver both data and instructions to streamline the investment operations of our clients and enable them to easily leverage our technology within their own environment.”

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 Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace

Davidson Investment Advisors, Hotchkis & Wiley, Lyrical Asset Management, and Oak Ridge Investments Are the Most Recent Firms to Add Strategies

WEST PALM BEACH, Fla., December 6, 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 8 strategies have joined the SMArtX platform, offered by four leading asset management firms. The additions bring the total number of strategies to 1,111 from 280 of the world’s leading asset managers.

Davidson Investment Advisors, Lyrical Asset Management, and Oak Ridge Investments are new to the SMArtX platform, adding a combined seven strategies, while Hotchkis & Wiley added their International Value ADR strategy.

“SMArtX is proud to round out another year of deepening the pool of investment managers on its UMA platform,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “While the broad markets have come off their October lows, there are still significant tax harvesting opportunities that can be maximized through tax harvesting technology and a platform with a breadth of options for reallocating capital as we go into 2023.”

The full 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 chaotic economic and geo-political environment has widened market inefficiencies and created investment opportunities across the globe,” said Jonathan Pincus, President and COO of SMArtX. “By enabling access to over 1,100 strategies with the click of a button, SMArtX provides advisors some of the tools to take advantage of these opportunities across locations and asset classes in a seamless, hyper-efficient way.”

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 12 More Strategies to its Model Marketplace

Over 1,100 Strategies Now Available Across SMArtX’s Managed Accounts Platform

WEST PALM BEACH, Fla., November 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’), announced 12 strategies have joined the SMArtX platform from six leading asset management firms. The additions bring the total number of strategies to over 1,103 as the platform marks a 19% increase in the number of available strategies over the last 12 months.

Five of the firms are new to the platform – Distillate Capital, Earnest Partners, First Eagle Separate Account Management, Leeward Investments, New York Life Investments – and added eight strategies in total, while Congress Asset Management Company increased their presence by 50% with another four strategies. The ongoing demand comes as the SMArtX platform continues to grow in assets and expand its custodial relationships. Furthermore, the volatile markets have advisors harvesting losses after several years of positive market returns. This provides the opportunity to allocate to new strategies without incurring a larger tax bill.

“As advisors look for easier ways to tax harvest accounts, rebalance holdings, and allocate to new strategies better suited to today’s market environment, the use of platforms like SMArtX swells,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “Increased use is one of the core reasons we continue to see these leading asset management firms come onto the SMArtX UMA platform and benefit from its scaled distribution archetype.”

The full list of new strategies includes:

Congress Asset Management Company

Distillate Capital

Earnest Partners

First Eagle Separate Account Management

Leeward Investments

New York Life Investments

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.

“Downward market pressures have caused rifts in the typical asset allocation model,” said Jonathan Pincus, President and COO of SMArtX. “The wider breadth of strategies, ease of allocation, and tools to effectively manage portfolios intra-day provide SMArtX clients with more than just a technology vendor – we are a partner helping to expand businesses across the advisory industry during these uncertain times.”

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 Launches New Enterprise Billing Application

New Billing Solution Available to Existing Enterprise Clients and As a Standalone Solution

WEST PALM BEACH, Fla., October 19, 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 its new enterprise billing application designed to streamline, simplify, and optimize the billing process for larger independent RIAs and broker-dealers. The application is available to existing SMArtX TAMP clients or as a standalone solution.

SMArtX’s enterprise billing application represents a major technology leap forward for our clients, who will benefit from a truly transformative experience. It’s flexibility and customizable features automate the entire billing process, thus reducing manual tasks and increasing operational efficiency. Home offices can now control almost every aspect of the billing functionality within their platform.

The preset bill scheduling, available in the billing module, can be applied from a sleeve all the way up to the firm level, and can have billing frequencies set for a monthly in arrears to quarterly in advance. This scheduling includes a ‘true up’ reconciliation feature to account for intra-cycle cash flows and market movements to help avoid over or under billing clients. SMArtX billing can be available as early as the third business day, and manual options for intra-month account opening and closing are available.

“Now advisors can bill clients with the confidence of a modern product designed for flexibility, accuracy and ease-of-use – and in some cases, discover new revenue,” said Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. “SMArtX keeps evolving its platform with advanced features and an innovative approach to managed accounts technology that works as you would expect it to.”

Learn More About The Billing Application

The SMArtX billing application also includes several features surrounding fees, which can be tiered by account and adjusted for bespoke arrangements with investment managers and clients. It is also able to accommodate changes for the movement of assets between sleeves and includes both billable and non-billable accounts. Use of the billing application can be facilitated within the SMArtX platform or its APIs to deliver data directly into existing technology stacks.

“SMArtX is tackling some of the most significant areas of the managed accounts space to bring them up to the speed of the modern era,” said Jonathan Pincus, President and COO of SMArtX. “We will continue to expand the functionality of our technology for the managed accounts space so RIAs, broker-dealers, and asset managers can continue to focus on their business model while we manage their middle and back-office systems.”

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

Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform

J.P. Morgan Asset Management, John Hancock Investment Management, Lazard Asset Management, Nuveen Asset Management, and PIMCO Add More Than a Dozen Strategies Across a Broad Array of Asset Classes.

WEST PALM BEACH, Fla., October 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’), announced that six new global investment and asset management firms had joined its platform.

The six new asset management firms — Asteria Wealth, Astoria Portfolio Advisors, Financial Trust Asset Management, John Hancock Investment Management, Nuveen Asset Management, and PIMCO —add to the world-class offerings already available through SMArtX’s award-winning cloud-based solution. SMArtX distributes and trades these new offerings across nine custodial platforms.

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.

This month, new strategies were launched on the platform by existing firms Argent Capital Management, Crossmark Global Investments, J.P. Morgan Asset Management, and Lazard Asset Management. The SMArtX platform now supports 1,100 model-traded and manager-traded separate account strategies from 273 of the world’s leading asset managers, allowing advisors to tailor their client portfolios to their individual investment needs and macro trends.

“SMArtX is now at a tipping point where it offers access to almost all of the world’s leading asset management firms,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The extraordinary influx of such high-quality firms has been fueled by the innovative technology and differentiated solution SMArtX brings to the industry.”

Jonathan Pincus, President and COO of SMArtX, expanded that, “SMArtX continues to achieve new milestones in the managed accounts industry. It is being recognized by advisors, brokers, and asset management firms as the premier technology that is changing the way firms manage their business. Our two back-to-back wins at the 2022 WealthManagement.com Industry Awards have us confident as we look toward what’s next.”

The list of new strategies includes:

Download a copy of SMArtX’s Manager Profiles Brochure for October 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.

For all the latest SMArtX news, follow us on Twitter @smartxadvisory and LinkedIn: https://www.linkedin.com/company/smartxadvisory/.

SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards

SMArtX’s Managed Accounts Technology Recognized with Two Wealthies for TAMPS: Model Marketplaces and Technology Providers: Rebalancer

WEST PALM BEACH, Fla., September 12th, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced that it won two WealthManagement.com 2023 Industry Awards in the categories of TAMPS for their Model Marketplace, and Technology Providers for their Rebalancer. It is the second year in a row SMArtX has won for their Model Marketplace.

SMArtX was recognized for its dynamic model marketplace innovation, which features a comparison tool to assist in finding overlap between an existing portfolio and a third-party investment strategy. The marketplace encompasses the 1,242 long only, long/short, and options-based strategies on the platform. Its second award distinguished SMArtX’s automated rebalancer functionality. The SMArtX Rebalancer design supports advisors looking for more analytics on accounts before and during the rebalancing process as well as home office users needing to rebalance large sets of accounts quickly. It also features tax impact analysis for trades and insights into why an account is being rebalanced.

“We are honored to be recognized for our innovative managed accounts technology,” said Jonathan Pincus, CEO of SMArtX. “The SMArtX team has diligently worked to create new functionality intended to automate processes and create intuitive, user-friendly tools to reduce the workload of advisors and asset managers overseeing client accounts. These awards not only celebrate our achievements but also underscore our unwavering commitment to our clients.”

Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 91 awards were presented to 80 companies from a pool of 253 finalists, culminating in an awards ceremony that recognized companies and individuals that help advisors better support their clients.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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.

SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management

GW&K Investment Management Joins Platform as Loomis Sayles & Company and Northern Trust Investments Expand Presence

WEST PALM BEACH, Fla., September 7th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), is excited to announce the addition of ten investment strategies from esteemed investment management firms GW&K Investment Management, Loomis Sayles & Company, and Northern Trust Investments. The platform now features 1,242 strategies from 296 asset management firms.

GW&K Investment Management debuts on the SMArtX platform, introducing a dynamic combination of fixed income and equity strategies, while Loomis Sayles & Company and Northern Trust Investments, Inc. are amplifying their existing presence within the SMArtX model marketplace. Loomis Sayles has added their Large Cap Growth model strategy and Northern Trust Investments has introduced their set of Diversified Strategist Portfolios.

“SMArtX’s commitment to constructing a robust distribution platform for asset managers is a key element to delivering an innovative, cutting-edge managed accounts solution to our clients,” remarked Jonathan Pincus, CEO of SMArtX Advisory Solutions. “We are proud that such respected firms continue to join and expand their footprint within our platform.”

The full list of new strategies includes:

SMArtX’s ongoing expansion is driven by several manifestations of its cutting-edge technology: tailor-made UMA technology solutions delivered through APIs catering to the demands of large enterprises and RIA platforms; custom platforms designed to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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 Welcomes David Pologe as New Executive Vice President of Sales

Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology

WEST PALM BEACH, Fla., September 6, 2023 — 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 appointment of David Pologe as the company’s new Executive Vice President of Sales. Mr. Pologe brings a deep history of sales experience from his previous experience at AssetMark and UBS Global Asset Management to help lead the SMArtX sales effort and specifically maximize opportunities in enterprise managed accounts channels. David will report directly to the new CEO of SMArtX, Jonathan Pincus.

David Pologe comes to SMArtX Advisory Solutions with a distinguished career spanning over three decades, during which he has consistently demonstrated his prowess in sales leadership and strategic planning. His deep understanding of the financial industry, combined with a proven track record of driving growth, make him an invaluable addition to the SMArtX team.

“I am excited to join the SMArtX Advisory Solutions team and contribute to the company’s ongoing success,” said David Pologe. “SMArtX has already established itself as an innovative force in the financial technology space, and I am eager to work alongside the talented team to further elevate our offerings and expand our market reach.”

In his new role as Executive Vice President of Sales, Mr. Pologe’s primary focus will be to lead the sales team, streamline the sales process, and drive enterprise growth. His strategic vision and deep understanding of the industry landscape will play a pivotal role in shaping SMArtX’s future sales initiatives. Mr. Pologe’s expertise will also be instrumental in building out the enterprise sales channel, aligning with SMArtX’s commitment to providing clients with cutting-edge solutions tailored to their specific needs.

“We are delighted to welcome David Pologe to SMArtX Advisory Solutions as our Executive Vice President of Sales,” said Jonathan Pincus, CEO. “David’s exceptional background and industry insight will undoubtedly strengthen our position in the market and help us achieve our growth objectives. His strategic acumen and leadership skills will be invaluable as we continue to drive innovation and excellence in the financial technology sector.”

The appointment of David Pologe reflects SMArtX Advisory Solutions’ dedication to assembling a team of industry experts to deliver unparalleled solutions and services to its clients.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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. Learn more at www.smartxadvisory.com

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