SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors

WEST PALM BEACH, Fla., August 15, 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 that the firm’s founder, Evan Rapoport, is stepping down from his role as Chief Executive Officer and handing the reins to the company’s current President & COO, Jonathan Pincus. Mr. Rapoport will continue his service on SMArtX’s board of directors.

Evan Rapoport founded SMArtX Advisory Solutions in 2017 with a commitment to change the way managed accounts are administered. Under Mr. Rapaport’s leadership SMArtX has become widely recognized as an industry leader in the managed accounts technology industry.

Jonathan Pincus, SMArtX’s President & COO for the last three years, has been named Chief Executive Officer effective immediately. Formerly the Global Head of Investment Operations at Northern Trust Asset Management, Mr. Pincus has worked closely with Evan on a daily basis during his tenure with SMArtX and brings a wealth of experience to execute SMArtX’s vision for the future.

David Miles, Founding Partner of ManchesterStory Fund Management and Chair of SMArtX’s Board of Directors, stated, “Evan Rapaport is an extraordinary entrepreneur that has truly transformed this industry. The board of directors congratulates him on his great success, and we are grateful for his continued leadership as a director going forward.”

“Jon Pincus is the right leader to take SMArtX into its next phase of growth and innovation. His deep understanding of the industry makes him exceptionally well-suited to steer the company through the challenges and opportunities that lie ahead.” “I am humbled by the opportunity to take on the role of CEO at SMArtX Advisory Solutions. Over the years, I have witnessed the passion and dedication of Evan and our team in driving innovation and delivering solutions to our valued clients. I look to build on the foundation that has made SMArtX a leading developer of modern managed accounts technology,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “We will continue to bring new advancements into the marketplace that replace legacy technologies and lead the evolution of managed accounts solutions across the industry.”

As the company embraces this new chapter, it remains steadfast in its commitment to delivering exceptional products and services and fostering enduring partnerships.

“SMArtX is the most important part of my life’s work in the financial services industry, and I am immensely proud of what we have achieved together. I am confident that the company is in capable hands under Jonathan Pincus’s leadership, and I look forward to contributing to its continued success as a member of the Board,” stated Evan Rapoport.

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

SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace

AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy

WEST PALM BEACH, Fla., August 3, 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 it has added four strategies to its managed accounts platform, with Guardian Capital LP and Montag & Caldwell joining the SMArtX model marketplace. The platform now features 1,234 strategies from 296 asset management firms.

Guardian Capital LP established themselves on the platform with two global equity model strategies driven by bottom-up systematic research and company fundamentals, while Montag & Caldwell added its Mid-Cap Growth model strategy that focuses on high-quality mid-cap growth stocks with earnings growth and attractive valuation.

The SMArtX platform also welcomes one addition from existing asset management firm AthenaInvest Advisors, that introduced their Market Rotation model strategy. It is designed to tactically rotate among markets based on investor behavior.

“SMArtX continues to expand its model marketplace and move from strength to strength,” remarked Jonathan Pincus, President & COO SMArtX Advisory Solutions. “We endeavor to build an even stronger distribution platform for our asset managers and adding firms of such high caliber reinforces our ability to be a leading turnkey asset management platform.”

The full list of new strategies includes:

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

“We continue to see a steady increase in demand for additional investment products across the platform and are thrilled to announce this month’s new additions that further solidify our commitment to providing leading investment solutions for our clients,” said Brad Haag, Head of Manager Solutions. “These managers are known for their expertise in the industry, and we believe they will add great value to the platform,” stated Mr. Haag.

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 Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors

“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give advisors and their clients access to world-class investment solutions and award-winning managed accounts technology to deliver superior outcomes at no cost, which means everyone wins.”

SMArtY offers financial advisors free access to many of the robust features of the SMArtX TAMP including a portfolio construction tool, cash management tools, tax impact, and tax harvesting technology. SMArtY is an entirely free wealth management platform providing access to models’ within a UMA structure and automating an advisor’s account management workflow, enabling financial advisors to focus more on other revenue-producing activities.

Read more about SMArtY in this article from FinancialPlanning.

“The creation of SMArtY leverages managed accounts technology that helps advisors scale their business, and offers it in a simple, straight-forward, free solution. It is a testament to the true flexibility and power of building a managed accounts technology firm from the ground up,” remarked Jonathan Pincus, President & COO.

The SMArtY platform will continue to expand its roster of asset managers and features over the summer of 2023. To learn more about SMArtY and sign up for the waitlist HERE.

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 Enhances Investment Opportunities with the Integration of 15 New Investment Strategies

Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform

WEST PALM BEACH, Fla., July 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 it has added 15 strategies to its managed accounts platform, with Blue Sky Asset Management, ST Capital, and Stansberry Asset Management joining the SMArtX model marketplace. The platform now features 1,232 strategies from 294 asset management firms.

Blue Sky Asset Management added 3 of its Genfolio model portfolios, designed for active multi-asset allocation exposure, and ST Capital added its mid-cap value model portfolio. Stansberry Asset Management added 7 strategies that collectively target a wide range of exposures across market capitalization and asset classes.

The SMArtX platform also welcomes 4 additional strategies from existing asset management firms Argent Capital Management, Miller/Howard Investments, Scarecrow, and T. Rowe Price Associates, Inc. These firms continue to deepen their presence on the platform as SMArtX continues to expand its scope within the managed accounts industry.

“Our priority has always been to empower investors with the tools and resources they need to make informed investment decisions,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “With this expansion, we are further democratizing access to innovative financial solutions, enabling our clients to stay ahead in an ever-evolving market.”

The full list of new strategies includes:

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built 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’s TAMP Introduces 24 New Strategies to its Model Marketplace

Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform

WEST PALM BEACH, Fla., June 8, 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 it has added 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management joining the SMArtX model marketplace. The platform now features 1,219 strategies from 292 asset management firms.

The new firms are adding several distinctive, limited distribution strategies, including Baillie Gifford’s International Alpha ADR and Carrick Lane’s Put Writing strategies. Tom Johnson Investment Management is offering a comprehensive suite of fixed income solutions, while industry heavyweight MFS Investment Management is delivering a mix of six strategies focused on both domestic and international markets.

The SMArtX platform also welcomes 10 strategies from existing asset management firms Broxton Capital Advisors, Madison Investment Advisors, and WisdomTree Asset Management. These firms continue to deepen their presence on the platform as SMArtX continues to expand its scope within the managed accounts industry.

“SMArtX remains steadfast in supplying avenues that provide advisors with access to top-tier asset management firms, as evidenced by our recently announced relationship with TradePMR,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “It is a pleasure to welcome these new firms to our platform and continue to deliver institutional-quality asset management to our clients.”

The full list of new strategies includes:

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built 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 Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

The SMArtX and TradePMR Relationship Brings SMArtX’s Award-Winning Technology Directly into the Hands of TradePMR Advisors without Any Account Re-Papering

WEST PALM BEACH, Fla., May 31, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), and TradePMR, a technology and custodial services provider, today announced they have teamed up to help financial advisors manage their managed accounts business more efficiently. The relationship enables TradePMR advisors to access SMArtX’s award-winning UMA technology, including their full model marketplace, automated rebalancing, tax harvester, cash management, billing, and Advisor as a PM tools to effectively manage their advisory business at scale.

The relationship gives TradePMR advisors a more cost-effective TAMP solution than the current offering, helping advisors improve profitability and provide better value to their clients. As SMArtX is a sub-advisory technology firm, TradePMR advisors do not have to repaper any accounts to gain access to SMArtX’s automated processes, including their billing solution called SMArtX Billing, and all the other benefits of a UMA platform with true sleeve-level accounting.

“We are excited to bring our UMA technology to TradePMR advisors,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “SMArtX and TradePMR both want to help advisors run their business better and faster in today’s marketplace. We aim to do this by reducing the amount of manual work and tasks required to administrate managed accounts and providing them with the necessary tools to make it easier.”

“Everything we do at TradePMR starts with a simple goal: helping RIAs work more efficiently,” stated Scott Victoria, Chief Operating Officer, TradePMR. “Efficiency can do a lot for advisors. It can help address evolving client expectations, react to a volatile market, and ultimately, we believe, achieve firm growth. With this new relationship with SMArtX, we are arming TradePMR advisors with another resource to help streamline their workflows and expand how they can serve 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 TradePMR

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors’ operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

Securities are offered through Trade-PMR, Inc.

SMArtX Advisory Solutions and Trade-PMR, Inc. are separate and unaffiliated companies.

SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms

Fidelity Institutional, Janus Henderson, Nuveen, Renaissance, and WCM Deepen Their Presence on the SMArtX UMA Platform.

WEST PALM BEACH, Fla., May 4, 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 it has added twenty-five strategies to its UMA platform, from some of the asset management industry’s most well-known firms. Fidelity Institutional, Janus Henderson, Nuveen Asset Management, Renaissance Investment Management, and WCM Investment Management each added new strategies to their already significant presence on the platform. The platform now features 1,198 strategies from 288 asset management firms.

The new solutions encompass both model delivery and separately managed account strategies. They include a broad range of target allocation, international exposure, and bond strategies, as well as the addition of one domestic equity strategy.

The full list of new strategies includes:

“These venerable asset management firms can decide to distribute their strategies anywhere,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “We are privileged to feature these establishments and their strategies as we continue to expand our UMA solutions to more and more enterprise firms, which provides the greatest scale and opportunity for strategy distribution.”

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

“By executing continuously throughout the trading day, SMArtX is able to more accurately represent trading strategies in client accounts,” stated Jonathan Pincus, the President and COO of SMArtX. “This kind of efficiency, coupled with the inherent scale offered by UMA platforms, provides both asset managers and their clients with a powerful resource for driving more positive outcomes.”

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 Appoints Industry Veteran Jim Hays as Strategic Advisor

Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth.

WEST PALM BEACH, Fla., January 11, 2024 – SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor.

Hays, a 35-year industry veteran, brings unparalleled expertise to SMArtX, having served as President and Chief Executive Officer of Wells Fargo Advisors and leading Wells Fargo’s Wealth and Investment Management Client Relationship Group. His previous roles include heading the Private Banking & Investment Group at Merrill Lynch. Currently, Hays also serves as a strategic advisor at BridgeFT.

Hays will work closely with SMArtX Chief Executive Officer, Jonathan Pincus and the SMArtX executive leadership team, using his deep knowledge of the financial technology landscape to help the company amplify its position as a groundbreaking technology to improve the digital experience of the wealth management ecosystem. His experience and guidance will be key in the company’s strategic planning, execution, client and prospect development and messaging.

“As SMArtX continues to expand its full-throttle, API-first technology for TAMPs, asset managers, wealth managers, custodians, and fintechs, I look forward to helping their talented team drive more adoption of their innovative and unparalleled managed account technology solutions across a broader sector of the market,” said Hays.

Pincus said, “We are honored to welcome Jim Hays to the SMArtX family. His expertise and strategic acumen in wealth management add tremendous value to our team. Jim’s insights will be invaluable as we continue to push the boundaries of managed account technology. Being the first and only managed account technology that is fully API first, we are truly redefining the landscape of unified managed accounts with cutting-edge solutions for our clients.”

To learn more about SMArtX’s solutions, visit www.smartxadvisory.com.

About SMArtX Advisory Solutions

SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitation of managed account technology as it exists today.

Modernize asset management with SMArtX: The Foundation of Innovation https://www.SMArtXadvisory.com/.

SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform.
WEST PALM BEACH, Fla., January 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announced it has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently features 1317 strategies from 300 asset management firms.

Existing firms Alpha Vee Solutions and Ocean Park Asset Management added two strategies to the platform. These strategies include risk managed small cap and strategic income portfolios, respectively.

The full list of new strategies includes:

“Our commitment to providing award-winning solutions remains unwavering,” says Brad Haag, EVP at SMArtX Advisory Solutions. “We are dedicated to expanding our manager marketplace with esteemed firms that cater to the evolving needs of our clients. Furthermore, we continue to enhance our best-in-class distribution platform, empowering managers to accelerate growth and enhance accessibility to their strategies.”

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.

About SMArtX Advisory Solutions

SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitation of managed account technology as it exists today. Modernize asset management with SMArtX: The Foundation of Innovation www.smartxadvisory.com­­­­­­­.

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform.

WEST PALM BEACH, Fla., December 6, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal, equity, and tax-advantaged strategies. The platform currently features 1319 strategies from over 300 asset management firms.

Several existing firms, including Great Lakes Advisors, J.P. Morgan Asset Management, and WBI Investments, added eight strategies to the platform. These strategies encompass a wide range of portfolios across equity, large cap, and growth themes.

The full list of new strategies includes:

Jonathan Pincus, CEO of SMArtX Advisory Solutions said,

“SMArtX excels at bringing award-winning solutions to our platform offerings. We are dedicated to continuing to expand our manager marketplace with respected firms that address the evolving needs of our clients, as well as evolving our best-in-class distribution platform to help managers accelerate growth and improve access to their strategies.”

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.

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 a wider selection of investment products and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com.

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