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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