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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 x, 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

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