Looking for direction in the market? Each month, our asset managers share their research and insights on market trends and investment strategies. Check out what thought leaders of the industry have to say about the ever-evolving financial landscape. It’s all here in the SMArtX Manager Marketplace. https://bit.ly/3zWgPGZ #ManagerMarketplace #AssetManagement #NewResearch
SMArtX Advisory Solutions
Financial Services
West Palm Beach, Florida 3,096 followers
SMArtX Advisory Solutions is an award-winning innovator of UMA technology and architect of the SMArtX and SMArtY TAMPs.
About us
SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform. Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.
- Website
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http://www.smartxadvisory.com
External link for SMArtX Advisory Solutions
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- West Palm Beach, Florida
- Type
- Privately Held
- Founded
- 2014
- Specialties
- UMA, SMA, TAMP, Wealth Management, FinTech, WealthTech, Billing, Model Marketplace, and Tax Harvesting
Locations
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Primary
Get directions
105 S. Narcissus Ave
#701
West Palm Beach, Florida 33401, US
Employees at SMArtX Advisory Solutions
Updates
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The future of wealth management is bright—and it's built on innovation. At SMArtX, we're attracting top talent who share our vision of moving beyond outdated systems. We’re thrilled to welcome industry veteran C. Brian Watkins to the SMArtX team! As EVP, Head of Client Success, Brian will lead all client success functions, including implementations, support, and servicing. His extensive experience and proven leadership skills will be instrumental in scaling our success infrastructure and ensuring seamless service delivery. https://lnkd.in/gSQB_ihB #SMArtX #TechLeadership
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SMArtX Advisory Solutions reposted this
Breaking News | SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms We're thrilled to welcome new managers and strategies from Moody Aldrich Partners, LLC and Vineyard Global Advisors to the SMArtX platform! Their additions, along with new strategies from existing partners, Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co. LLC, Nuveen, a TIAA company, and Ocean Park Asset Management bring our total offering to 1,484 strategies from over 300 distinguished asset managers. Check out the entire list ➔ https://bwnews.pr/4cSJ4Ev #SMArtX #fintech #wealthtech #innovation
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We’re excited to announce updates to our Select Manager List! This list represents a subset of investment strategies currently on the SMArtX platform identified through an extensive screening process headed by new Chief Investment Officer, Daniel Phillips, and Chief Investment Strategist, Pascal Roduit. The list is designed to meet the needs of clients who desire a smaller strategy selection pool. Read more about our proprietary selection process and new strategies here ➡️ https://bwnews.pr/3LQqxNP
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With the SMArtX Rebalancer, financial advisors no longer need to comb through multiple systems to uncover meaningful tax insights and portfolio analysis—it’s all available right in the SMArtX application. Make better decisions faster with data-driven workflows and tax impact analysis. Learn how: https://lnkd.in/dAbbH2kS #SMArtX #BetterSolution
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What if you could generate custom scenarios for your clients that take into account specific financial goals while aligning them with a defined tax budget? Well, now you can. Our NEW Transition Analysis Tool is designed to help advisors transition client accounts to new investment models with minimal tax impact. Discover how you can simplify complex portfolio transitions today in the latest from Leo Almazora via InvestmentNews. ⏬ #WealthTech #EnterpriseTech #AdvisorTech
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SMArtX Advisory Solutions reposted this
Breaking News | SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms We're thrilled to welcome new managers and strategies from Moody Aldrich Partners, LLC and Vineyard Global Advisors to the SMArtX platform! Their additions, along with new strategies from existing partners, Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co. LLC, Nuveen, a TIAA company, and Ocean Park Asset Management bring our total offering to 1,484 strategies from over 300 distinguished asset managers. Check out the entire list ➔ https://bwnews.pr/4cSJ4Ev #SMArtX #fintech #wealthtech #innovation
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With over 1,484 strategies from 300+ top asset management firms, SMArtX Manager Profiles has everything from large-cap value to global to fixed income. Download ⬇️ the 14-page brochure for free to discover what strategies you could be missing: https://lnkd.in/ehjAmDt #SMArtX #ManagerProfiles
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Breaking News | SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms We're thrilled to welcome new managers and strategies from Moody Aldrich Partners, LLC and Vineyard Global Advisors to the SMArtX platform! Their additions, along with new strategies from existing partners, Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co. LLC, Nuveen, a TIAA company, and Ocean Park Asset Management bring our total offering to 1,484 strategies from over 300 distinguished asset managers. Check out the entire list ➔ https://bwnews.pr/4cSJ4Ev #SMArtX #fintech #wealthtech #innovation
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It’s here! Our Transition Analysis Tool that simplifies complex portfolio transitions, including: ➟ Instant Overlap Analysis: Identify opportunities to leverage existing holdings & minimize unnecessary selling ➟ Customizable Tax-Budget Scenarios: Navigate tax hurdles with clear transition strategies ➟ Automated Tax-Aware Selling: Ensure tax-efficient portfolio movement over time Discover how our tool can transform your portfolio management. Learn more: https://lnkd.in/evuG-eNH #WealthTech #EnterpriseTech #AdvisorTech
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