SMArtX’s Managed Account Approach to Help Advisors
David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisory firms and their clients. Evan also explains SMArtX’s very unique...goRIA- A Virtual RIA Summit. Oct. 21, 2020
Finlocity BD Summit Sept 29 2020
Finlocity RIA Summit. June 24th, 2020
Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations. Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...
Positioning Your Portfolio for 2020
Macro Expert: Green Lights Ahead? 2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help...Recent Posts
- SMArtX Advisory Solutions Expands its Select Manager ListMarch 14, 2023
- ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA PlatformMarch 7, 2023
- Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA PlatformFebruary 6, 2023
Most Firms Don’t Know How Much Inaccurate Billing Costs Them – Do You?January 18, 2023- SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA PlatformJanuary 5, 2023
- SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model MarketplaceDecember 6, 2022
- How Cloud-Based APIs Can Improve Your Technology StackNovember 9, 2022
- SMArtX Advisory Solutions Adds 12 More Strategies to its Model MarketplaceNovember 3, 2022
- SMArtX Advisory Solutions Launches New Enterprise Billing ApplicationOctober 19, 2022
- Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions PlatformOctober 4, 2022