IN THE NEWS

Articles and Press Releases

SMArtX Advisory Solutions AUM Reaches $27.41 Billion

Assets Increased 44% in First Half of 2022 WEST PALM BEACH, Fla., June 29th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today...

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. WEST PALM BEACH, Fla., June 2, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology...

SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies

Industry Heavyweight Janus Henderson Adds 7 Strategies to the Platform  WEST PALM BEACH, Fla., May 4th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management...

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management

SMArtX Closes Series D Round with $30 million Investment; Morningstar’s Daniel Needham and Michael Holt Join SMArtX Board WEST PALM BEACH, Fla., May 3rd, 2022 -- SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology...

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

Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others WEST PALM BEACH, Fla., April 5th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX...

SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone

The addition of 36 new investment strategies from 14 firms drives record-setting growth  WEST PALM BEACH, Fla., March 8, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey...

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

Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform  WEST PALM BEACH, Fla., March 3rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified...

SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards

Recognizing leading investment strategies on the SMArtX Turnkey Asset Management Platform, the awards encompass 11 categories across 978 models. Winners will be announced on March 2, 2022, during a livestream event.  WEST PALM BEACH, Fla., February 10, 2022...

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

WEST PALM BEACH, Fla., February 3, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of six new equity...

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

SMArtX Wraps Up 2021 with 73% AUM Growth as Assets Top $19.03 Billion  WEST PALM BEACH, Fla., January 4, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management...

SMArtX Advisory Solutions AUM Reaches $27.41 Billion

Assets Increased 44% in First Half of 2022 WEST PALM BEACH, Fla., June 29th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced their assets under management (‘AUM’) reached $27.41 billion after adding $8.37 billion in the first half of 2022. The first and second quarters of 2022 have seen a similar market situation to the first and second quarters...

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. WEST PALM BEACH, Fla., June 2, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to its platform. The SMArtX platform now supports 1,078 model-traded and manager-traded separate account...

SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies

Industry Heavyweight Janus Henderson Adds 7 Strategies to the Platform  WEST PALM BEACH, Fla., May 4th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced 20 new investment strategies from 10 asset management firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,033 model-traded and manager-traded...

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management

SMArtX Closes Series D Round with $30 million Investment; Morningstar’s Daniel Needham and Michael Holt Join SMArtX Board WEST PALM BEACH, Fla., May 3rd, 2022 -- SMArtX Advisory Solutions (‘SMArtX’), a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent...

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

Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others WEST PALM BEACH, Fla., April 5th, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced 14 new investment strategies from 11 different firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 model-traded and...

SMArtX Advisory Solutions TAMP Platform Reaches 1,000 Strategy Milestone

The addition of 36 new investment strategies from 14 firms drives record-setting growth  WEST PALM BEACH, Fla., March 8, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of 36 new investment strategies from 14 firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 1,000 model-traded and...

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

Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform  WEST PALM BEACH, Fla., March 3rd, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards.  Now in its second year, the Awards recognized 11 leading...

Morningstar Edges Out Rivals As America’s Top TAMP 2022

February 20, 2022 by Scott Martin, Contributor to The Wealth Advisor   Original Article on thewealthadvisor.com HERE. Morningstar is one of the best known brands in the investment community for its long-running system of collating and comparing mutual funds, ETFs and now model-only strategies. However, the company's ability to push these strategies directly to advisors for application to client portfolios has remained a secret weapon until recently. After all, Morningstar Investment...

SMArtX Announces 33 Finalists for the 2022 SMArtX Virtual Awards

Recognizing leading investment strategies on the SMArtX Turnkey Asset Management Platform, the awards encompass 11 categories across 978 models. Winners will be announced on March 2, 2022, during a livestream event.  WEST PALM BEACH, Fla., February 10, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the Finalists for the 2022 SMArtX...

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

WEST PALM BEACH, Fla., February 3, 2022 -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 model-traded and manager-traded separate account strategies.  New platform firms Andersen Capital Management,...