SMArtX Advisory Solutions Launches New Data Analytics Platform for Asset Managers

The new platform represents a significant advancement in SMArtX’s technology offering.

WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics platform designed to help asset managers leverage data-driven insights. The platform, which enables users to improve their decision-making processes and unlock new avenues for business development, is available to asset managers with model or SMA business on SMArtX as well as any asset manager with funds being utilized by SMArtX clients.

The data analytics platform provides asset managers with valuable insights into their book of business, product growth, and opportunities for business expansion. Several data packages are available, offering varying levels of insights and analysis and providing asset managers with a range of options to cater to their specific needs.

“SMArtX is thrilled to announce the launch of our data analytics platform as we continue to expand and enhance our best-in-class distribution platform for asset managers,” said Brad Haag, EVP, and Head of Distribution at SMArtX. “Our solution is a game-changer for firms looking to engage with key insights that can provide opportunities to drive business growth for their products offered on the SMArtX platform.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX Advisory Solutions licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology. Our API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients tailored managed accounts solutions catered to their unique specifications. SMArtX Advisory Solutions also offers off-the-shelf turnkey asset management platforms, SMArtX and SMArtY, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com.

SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

WEST PALM BEACH, Fla., November 9, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered by six leading asset management firms to its platform. Trillium Asset Management and New Capital by EFG Asset Management are now offering strategies across ESG core equity and US Small Cap Growth, respectively. The platform currently features 1303 strategies from over 300 asset management firms.

Several existing firms, including AllianceBernstein, Dearborn Partners, Kensington Asset Management, and Russell Investment Management, added 24 strategies to the platform. These strategies encompass a wide range of portfolios across equity, balanced, and income themes.

The full list of new strategies includes:

“SMArtX is 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,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions.

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.

SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform

Franklin Templeton Marks the Fourth Manager to be Added to SMArtX’s Revolutionary New Strategist Platform SMArtY

WEST PALM BEACH, Fla., November 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’), today announced its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY platform. SMArtY, developed and launched by SMArtX Advisory Solutions earlier this year, is a manager-sponsored no fee strategist platform that harnesses the power of SMArtX’s acclaimed managed accounts technology.

SMArtY is poised to revolutionize the industry by providing fee-sensitive advisors with an array of robust features, including tax services, automated account rebalancing coupled with seamless trade execution, and access to third-party model investment strategies – all without the burdensome costs associated with conventional wealth management solutions.

Brad Haag, EVP, and Head of Distribution at SMArtX, expressed his enthusiasm for the relationship, stating, “We are excited to welcome Franklin Templeton as the newest asset manager on our groundbreaking SMArtY platform. As a premier asset management firm, Franklin Templeton’s offering will provide RIAs, wrap fee advisors, and financial planners with an exceptional, cost-free solution to address their investment management needs.”

“Franklin Templeton has developed a meaningful relationship with SMArtX over the years, and we’re excited about this opportunity to enhance our partnership by offering Franklin Templeton Model Portfolios on the SMArtY Platform,” said Tyler Porterfield, SVP and Head of Private Wealth Platforms for Franklin Templeton. “Our models, managed by Franklin Templeton Investment Solutions, seek to maximize total return at measured levels of risk by using a flexible multi-manager approach and employing dynamic active management.”

Franklin Templeton Investment Solutions has over 25 years of experience crafting multi-asset and quantitative solutions powered by Franklin Templeton’s best thinking and draws upon the broad spectrum of investment strategies offered by the firm. Franklin Templeton Investment Solutions has a deep commitment to solving the most complex challenges of our clients through custom-built solutions.

Having revolutionized managed accounts for the past decade, SMArtX’s visionary technology now extends its transformative influence to a broader spectrum of firms through the SMArtY platform, offering them access to cash management tools, tax impact analysis, and tax harvesting technology – all seamlessly integrated within a UMA framework.

The SMArtY platform is set to further expand its lineup of esteemed asset managers and augment its already impressive array of features. To learn more about the pioneering SMArtY platform and secure your spot on the waitlist, please visit: 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 a 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.

About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and approximately $1.4 trillion in assets under management as of October 31, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Candriam, JAG Capital Management, and Thornburg Investment Management Join SMArtX Platform

WEST PALM BEACH, Fla., October 5, 2023 – SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed income asset classes. The platform currently features 1,277 strategies from 300 asset management firms.

Several existing firms, including 12th Street Asset Management, Aptus Capital Advisors, Donoghue Forlines, Frontier Asset Management, Neuberger Berman, New York Life Investments, and Nuveen Asset Management, added 18 strategies to the platform. These strategies encompass a wide range of portfolios across equity, ESG, balanced, and income themes.

“The SMArtX TAMP continues to be a centralized hub where advisors, asset managers, and technology converge to deliver a superior managed accounts solution,” remarked Brad Haag, Executive Vice President, Asset Manager Solutions at SMArtX Advisory Solutions. “SMArtX has expanded its marketplace every month for over 3 years – evidence of interest in the platform continuing to grow.”

The full list of new strategies includes:

SMArtX Advisory Solutions ongoing expansion is driven by several different implementations of its cutting-edge technology: tailor-made managed accounts technology solutions delivered through APIs for large enterprises and RIA platforms; custom platforms designed to cater to hybrid broker-dealers; and an off-the-shelf TAMP offerings for individual RIAs.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX Advisory Solutions licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology. Our API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients tailored managed accounts solutions catered to their unique specifications. SMArtX Advisory Solutions also offers off-the-shelf turnkey asset management platforms, SMArtX and SMArtY, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com

SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th

WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform.

Fidelity Investments will offer its suite of Target Allocation, Target Risk Blended, and Target Allocation Tax-Aware model portfolios through the SMArtY platform. Invesco will provide access to its Dynamic Active/Passive and Strategic Active/Passive Tax-Aware model portfolios, offering advisors a wide range of investment solutions. Both firms will also offer custom, white-label investment solutions to SMArtY advisors seeking a distinct product suite for their clients.

“We are honored to work with Fidelity Investments and Invesco to bring their strategies to the SMArtY platform,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “Their diverse range of strategies will empower SMArtY clients with an extensive array of investment solutions, all underpinned by robust portfolio management and research teams.”

SMArtY exemplifies SMArtX Advisory Solutions’ pioneering managed accounts technology, designed to empower fee-conscious advisors with a host of turnkey asset management platform features seamlessly integrated within a unified managed account. The manager-sponsored strategist structure eliminates the hefty price tag typically associated with traditional wealth management platforms, enabling access to a wealth of tools that may have been financially out of reach for some financial planners, wrap-fee providers, and individual RIAs.

Discover how SMArtY is reshaping the future of wealth management here.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX Advisory Solutions licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology. Our API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients tailored managed accounts solutions catered to their unique specifications. SMArtX Advisory Solutions also offers off-the-shelf turnkey asset management platforms, the SMArtX and SMArtY TAMPs, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com

About Invesco

Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco managed $1.5 trillion in assets on behalf of clients worldwide as of June 30, 2023. For more information, visit www.invesco.com.

Separately Managed Accounts are offered by Invesco Advisers, Inc. and Invesco Managed Accounts. These affiliated investment advisers provide investment advisory services and do not sell securities. Both of these entities are indirect, wholly owned subsidiaries of Invesco Ltd.

About Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with SMArtX. Fidelity Investments is a service provider to SMArtX.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by SMArtX and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Investments provides clearing, custody or other brokerage services through National Financial Services LLC or Fiedlity Brokerage Services LLC, Members NYSE, SIPC.

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SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

Russell Investments is the First to Offer Strategies Through SMArtY, with More Firms Being Added Next Week

WEST PALM BEACH, Fla., September 28th, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today launched SMArtY, the highly anticipated manager-sponsored strategist platform. The platform is built utilizing SMArtX’s award-winning managed accounts technology. SMArtY is designed to deliver a turnkey, cost-effective managed accounts platform focused on world-class asset managers, automated investment management workflows, and tax efficient account administration with asset managers offsetting the platform fee.

The SMArtY platform is another demonstration of SMArtX Advisory Solutions’ innovative managed accounts technology that powers several investment solutions throughout the industry. This multi-custodial, advisor-facing platform enables advisors to easily source strategies, build portfolios, and administrate client accounts with tax-efficiency, knowing portfolios are rebalanced and updated with continuous intraday trading. As a result of its manager-sponsored structure, SMArtY opens the door to a multitude of capabilities that were once unaffordable for some financial planners, wrap-fee providers, and independent RIAs.

“The launch of the SMArtY platform showcases another instance of SMArtX’s managed accounts technology creating a solution to solve advisor challenges. In this case, we are catering to firms looking to cost-effectively outsource their trading and investment management so they can focus resources on their core value-add,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “We are proud to celebrate this day with our collaborators Russell Investments, who have supported our idea from the beginning through to realization.”

Discover how SMArtY is reshaping the future of wealth management here.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX Advisory Solutions licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology. Our API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients tailored managed accounts solutions catered to their unique specifications. SMArtX Advisory Solutions also offers off-the-shelf turnkey asset management platforms, SMArtX and SMArtY, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com

SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios

Revolutionary Strategist Platform Unveils Access to Premier Asset Management Strategies

WEST PALM BEACH, Fla., September 21st, 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 its strategic collaboration with Russell Investments as the inaugural asset management firm to offer its investment strategies through the innovative SMArtY platform. SMArtY, developed by SMArtX Advisory Solutions, is a manager-sponsored no fee strategist platform that harnesses the power of SMArtX’s acclaimed managed accounts technology. The platform will launch to the public on September 28th and professionals can join the waitlist for exclusive early access. (Join the waitlist HERE)

SMArtY is poised to revolutionize the industry by providing fee-sensitive advisors with an array of robust features, including tax services, automated account rebalancing coupled with seamless trade execution, and access to third-party model investment strategies – all without the burdensome costs associated with conventional wealth management solutions.

Jonathan Pincus, CEO of SMArtX Advisory Solutions, expressed his enthusiasm for the relationship, stating, “We are excited to welcome Russell Investments as the pioneer asset manager on our groundbreaking SMArtY platform. By uniting SMArtX’s state-of-the-art managed accounts technology with Russell Investments’ world-class asset management prowess, we are presenting traditional RIAs, wrap fee advisors, and financial planners with an unparalleled cost-free solution to address their investment management needs.”

“We’re honored that the SMArtX Platform will feature our tax-managed model strategies as the foundational offerings,” said Brad Jung, managing director and head of North America Advisor & Intermediary Solutions at Russell Investments. “Advisors will find multi-manager solutions on the newly launched platform that feature 50 years of manager research expertise with a sophisticated tax-managed investing approach at their core.”

Having revolutionized managed accounts for the past decade, SMArtX’s visionary technology now extends its transformative influence to a broader spectrum of firms through the SMArtY platform, offering them access to cash management tools, tax impact analysis, and tax harvesting technology – all seamlessly integrated within a UMA framework.

The SMArtY platform is set to further expand its lineup of esteemed asset managers and augment its already impressive array of features. To learn more about the pioneering SMArtY platform and secure your spot on the waitlist, please visit: 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 a 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

About Russell Investments

Russell Investments is a global investment solutions firm providing a wide range of services to institutional investors, financial intermediaries and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $297.9.3 billion in assets under management (as of 6/30/2023) for clients in 30 countries.

Headquartered in Seattle, Washington, Russell Investments has 17 offices in major financial centers, including New York, London, Toronto, Tokyo and Shanghai.

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

COURTNEY ROBERTIELLO, SENIOR VP OF ENTERPRISE CONSULTING, AND JACQUIE BURKE, VP OF ASSET MANAGER SOLUTIONS, FORTIFY LEADERSHIP IN ASSET MANAGEMENT AND OCIO SERVICES

SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication to fortifying its leadership team and enhancing service capabilities.

Robertiello steps in as Senior Vice President of Enterprise Consulting with a focus on supporting, growing, expanding and managing relationships with SMArtX’s Enterprise and RIA clients while Burke takes on the role of Vice President, Asset Manager Solutions leading the initiative around the firm’s data analytics platform along with working with asset management partners to grow their distribution footprint. Their appointments come on the heels of Dave Robinson’s recent arrival as EVP, Head of Strategic Relationships, and Dan Phillips’ appointment as Chief Investment Officer, underscoring SMArtX’s commitment to growth and innovation.

Before joining SMArtX, Robertiello spent over twenty-one years at Envestnet in multiple key client relationship management roles, including Vice President, Senior Enterprise Consultant. Burke also joins SMArtX after a nearly eight-year tenure at Envestnet, where she served as Director of Data & Analytics Sales.

Bringing a combined wealth of experience from their prior roles, Robertiello and Burke are poised to elevate SMArtX’s offerings to RIAs, broker-dealers, asset managers, custodians, and fintech firms. Their expertise is key to driving SMArtX’s expansion and enhancing its position in the wealth management industry.

Jonathan Pincus, CEO of SMArtX Advisory Solutions, expressed excitement about the new additions:

“Courtney’s and Jacquie’s deep knowledge and expertise are invaluable as we continue to lead in providing advanced managed accounts technology. Their contributions will be pivotal in propelling SMArtX forward, ensuring we meet our clients’ diverse needs.”

Dave Robinson, EVP, Head of Strategic Relationships related his positive outlook on the hires: “Their proven track record and reputations for partnership focused engagement makes me confident in their ability to propel SMArtX towards significant growth and innovation.”

Brad Haag, EVP, Asset Manager Solutions, also welcomed the hires: “The addition of Courtney and Jacquie underscores our dedication to enriching our team with top talent enabling us to better serve our clients. We are excited for the insights and expertise they bring as we broaden our services and maintain our industry leadership.”

With the addition of Robertiello and Burke, SMArtX Advisory Solutions is set to reinforce its commitment to delivering premier technology and services in the wealth management arena, positively shaping the future of financial advisory services.

SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal

THE INNOVATIVE ENHANCEMENT GIVES ADVISORS A COMPLETE PICTURE OF REVENUE ACROSS THEIR SMARTX BOOK OF BUSINESS

We’re excited to announce the launch of the Billing Experience feature within the SMArtX Advisor portal. This new addition empowers advisors with unprecedented visibility into the economics of their practice.

We believe billing is the lifeblood of every advisory practice. At the end of the day, the health of an advisor’s firm is measured in revenue generated for the services they provide their clients. We want to provide advisors building their businesses on the SMArtX platform with the analytics that drive critical insights and growth.

The Billing Experience transforms billing from a fundamental operational requirement into a tool to drive growth and revenue, surfacing the key metrics advisors need to understand how to optimize fees, service offerings, and client acquisition strategies.

Through the new feature, advisors can more effectively leverage data to identify top-performing client segments and service offerings. This critical information was historically obfuscated – data was buried in spreadsheets that may or may not have been provided to advisors, at least not in a way that supported any sort of insightful analysis.

Now, advisors have direct access to the data, aggregated into analytics that help advisors manage their practice and grow their business.

Workflow Management

The new experience surfaces all the information advisors need to make sure their firm is running smoothly

Analytics

Key metrics around assets and fee revenue allow advisors to quickly identify opportunities and risks

Efficiency

Instead of digging through spreadsheets, advisors can easily surface any necessary data point right from the app

Ultimately, SMArtX is successful when our advisors are successful. We saw a gap in their ability to gain a clear view of AUM, fee breakdowns, and account details – the data they need to identify what’s working and what isn’t at their firms.

The Billing Experience closes that gap so they can make better business decisions faster.

This feature is now available to SMArtX users! If you’d like to turn on the new Billing Experience, contact us here.

SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms

MONDRIAN INVESTMENT PARTNERS LIMITED AND SOUND INCOME STRATEGIES JOIN THE SMARTX PLATFORM

WEST PALM BEACH, Fla., June 6, 2024 –– SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 29 strategies offered by seven leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,475 strategies from over 300 distinguished asset management firms.

Newcomers Mondrian Investment Partners Limited and Sound Income Strategies now offer equity and fixed income strategies. Meanwhile, existing partners Allspring Global Investments, BlackRock, OneAscent Investment Solutions, Russell Investment Management, and WisdomTree added strategies focusing on a range of themes including equity, allocation, fixed income, and indexing.

The full list of new strategies includes:

Brad Haag, Executive Vice President of SMArtX, stated, “At SMArtX, we are continuously expanding our comprehensive and diverse manager marketplace to fit the specific needs of our clients. We are pleased to introduce these new strategies on our platform, which reflects our goal to provide clients with a wide range of solutions from well-respected managers in the industry.

For more information, download our latest Manager Profiles to explore the 1,475 strategies offered by our 300 distinguished asset management firms.

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