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 this space and how SMArtX helps advisors improve efficiencies, save time, reduce costs, and plan for the future of their business.
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 reduce portfolio volatility and protect against large downside moves. SMArtX is pleased to have a deep OCIO team, including its partnership with TPW Investment Management, to assist advisors with their asset allocation and research.
Join SMArtX and TPW’s Jay Pelosky to learn about the major factors affecting 2020 including:
1. Reflation 2020 underpinned by Global Easing, Fiscal Stimulus & Industrial Cycle Rebound = positive surprises across growth & earnings
2. US Impeachment Risk & the Democratic Field
3. Trade Policy, Brexit & More
Outsourcing Investment Management
Wednesday, October 23, 2019
4:15 PM ET
OCIO services can help meet the increased customer ‘Best Interest’ requirements. The financial advisory industry has increasingly seen a shift toward third-party management of client portfolios. New tools and technology have broadened the spectrum of financial products available to advisors and facilitated easy implementation into client portfolios. Now with the introduction of Regulation BI (Best Interest), broker-dealers are seeing similar fiduciary and suitability responsibilities being imposed on their businesses ultimately leading to an increased interest in the outsourcing of investment management.
SMArtX Advisory Solutions OCIO services, coupled with our innovative turnkey asset management platform, provide a centralized source of investment advice and implementation technology to make recommendations a reality for clients. Our services provide customized portfolio creation comprised of third party strategies, individual securities, or a combination of both. SMArtX’s advanced technology and simple operational tools mean that platform clients can easily scale their infrastructure and save time while meeting the increasing demands of exceeding client interests.