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SMArtX’s Select List Empowers Advisors with Top-Tier Investment Choices

SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the latest update to its Select List. This meticulously curated list represents the pinnacle of investment strategies currently available on the SMArtX platform, identified through an extensive screening process overseen by Chief Investment Officer, Dan Phillips, and Chief Investment Strategist Pascal Roduit.

The Select Manager List, a distinguished offering from the recently established SMArtX Investment Solutions team, caters to clients seeking a refined pool of high-performing strategies. The Q4 2024 edition of the SMArtX Select List recognizes 43 Gold and
94 Silver strategies across the 1,509 strategies broadly distributed via
the SMArtX platform.

The four-step screening process emphasizes outperformance over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.

Explore the latest additions to the SMArtX Select List

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. 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 platform 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 platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and fintech firms.

Understanding the Four-Step Screening Process

The four-step screening process utilized by SMArtX Advisory Solutions is designed to ensure that only the highest quality investment strategies are included in the Select List. This process focuses on outperformance against peer group benchmarks, which is crucial for financial advisors seeking reliable and superior investment options.

In addition to performance metrics, the screening process emphasizes a positively skewed risk and return profile, effective downside and tail-risk management, and the consistency of returns over time. By implementing these rigorous criteria, SMArtX ensures that advisors have access to strategies that not only perform well but also align with their clients' risk tolerance and investment goals.

Benefits of SMArtX's API-First Technology

SMArtX Advisory Solutions leverages an API-first, cloud-native technology to provide a modular, microservices architecture that enhances operational efficiency for financial advisors. This innovative approach allows firms to customize their managed account solutions according to specific needs, ensuring that they can adapt to changing market conditions and client demands.

The cloud-native infrastructure also facilitates seamless integration with existing systems, reducing the time and resources required for implementation. As a result, financial professionals can focus more on strategy and client relationships rather than on administrative tasks, thus maximizing their productivity and service quality.

Recent Updates in the SMArtX Manager Marketplace

SMArtX Advisory Solutions continually expands its Manager Marketplace, providing advisors with access to a diverse range of investment strategies from leading asset management firms. Recent updates highlight the addition of 16 new strategies from two prominent firms, showcasing SMArtX's commitment to offering cutting-edge investment options.

This expansion not only enriches the Select List but also empowers financial advisors with the tools they need to meet their clients’ evolving investment needs. By regularly updating the marketplace, SMArtX ensures that advisors can provide innovative solutions that keep pace with market trends and client expectations.

How to Request a Demo of SMArtX Solutions

For financial professionals interested in exploring the capabilities of SMArtX Advisory Solutions, requesting a demo is a straightforward process. The demo provides potential clients with a hands-on experience of the platform's features, including its modular technology and the extensive range of investment strategies available.