TMCnet News
SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset ManagersSMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm's cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms. Notably, First Trust Advisors now offers 23 of their equity and fixed-income ETF strategies. Meanwhile, long-standing partners BlackRock, Lord, Abbett & Co., and OneAscent Investment Solutions collectively added eight strategies. These strategies encompass themes across taxable and municipal fixed income, alongside large and SMID cap equities. "This expansion empowers advisors to address a wider range of client needs - from tax-efficient, fixed-income options that can help reduce clients' tax burdens, to thematic equity strategies aligned with current market trends," said Jonathan Pincus, CEO of SMArtX Advisory Solutions. "Our goal is to deliver diverse strategies to give advisors the flexibility to craft portfolios that cater to each client's unique risk tolerance, investment goals, and tax considerations." The full list of new strategies includes:
About SMArtX Advisory Solutions SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP'). SMArtX's API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and FinTech firms. Learn more at www.smartxadvisory.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240404311724/en/ |