SMArtX Adds 21 Strategies from Eight Leading Asset Management Firms

Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform

WEST PALM BEACH, Fla., July 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 21 new strategies from eight leading asset management firms to its rapidly expanding platform. With this expansion, SMArtX’s cutting-edge platform now offers 1,484 strategies from over 300 distinguished asset management firms.

Newcomers Moody Aldrich Partners and Vineyard Global Advisors bring their US equity and hedged equity strategies, respectively. Meanwhile, existing partners Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co., Nuveen Asset Management, Ocean Park Asset Management, and SMArtX Advisory Solutions have introduced new strategies focusing on themes including fixed income, equity, and allocation.

The full list of new strategies includes:

Allspring Global Investments
- CoreBuilder Core Plus
Dana Investment Advisors
- Municipal Bond Strategy
Lord, Abbett & Co.
- Dividend Growth
- Large Cap Value
Moody Aldrich Partners
- MAP US Equity
Nuveen Asset Management
- 1-10 Year Municipal Ladder
- 1-15 Year Municipal Ladder
- 1-7 Year Municipal Ladder
Ocean Park Asset Management
- Growth Allocation
- Moderate Growth Allocation
SMArtX Advisory Solutions
- BASE Aggressive Risk
- BASE Conservative Risk
- BASE Growth Portfolio
- BASE Income Portfolio
- BASE Moderate Risk
- BASE Protection Portfolio
Vineyard Global Advisors
- VGA Optimized Equity Alpha – Hedged
- VGA Quantitative Growth – Hedged
- VGA Quantitative Value – Hedged
- VGA Russell 3000 Enhanced Dividend – Hedged
- VGA Sector Rotation – Hedged

Brad Haag, Executive Vice President of SMArtX, stated, “As we enter the second half of this year, we are excited to expand our manager marketplace to meet the evolving needs of our growing client base. We are grateful to our new and existing asset managers for their invaluable expertise and well-respected investment solutions that help us exceed our goals.”

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.

Overview of New Investment Strategies

The addition of 21 new investment strategies significantly enhances SMArtX's model marketplace, catering to the diverse needs of financial advisors and their clients. These strategies encompass a variety of investment themes, including fixed income, equity, and allocation, providing a comprehensive suite of options for portfolio diversification.

Among the newly introduced strategies are offerings from prominent firms like Allspring Global Investments and Dana Investment Advisors, which focus on core building and municipal bonds. This variety allows advisors to tailor their investment approaches based on market conditions and client goals, thus improving overall client satisfaction and engagement.

Benefits of the Expanded Model Marketplace

The expansion of SMArtX's model marketplace with new strategies is designed to enhance operational efficiency for financial advisors. By incorporating a wider range of investment options, advisors can better align their strategies with client objectives, ultimately leading to improved investment performance and client retention.

Additionally, the new strategies support a more robust investment framework that can adapt to changing market dynamics. This flexibility ensures that advisors have the tools necessary to respond to client inquiries and market shifts, reinforcing SMArtX's commitment to innovation in managed accounts technology.

Featured Asset Management Firms

SMArtX is proud to partner with eight leading asset management firms, each bringing unique expertise and innovative strategies to the platform. These collaborations not only enhance the variety of investment options available but also provide advisors with insights from industry leaders.

Firms like Lord, Abbett & Co. and Vineyard Global Advisors contribute specialized strategies that cater to various investor profiles. This partnership model allows SMArtX to maintain a competitive edge in the financial services industry by continually updating its offerings based on market trends and advisor feedback.

Client Success Stories with SMArtX

As SMArtX expands its model marketplace, numerous clients have already begun to experience the benefits of the new investment strategies. Financial advisors utilizing these strategies report greater client satisfaction and improved portfolio performance, showcasing the effectiveness of SMArtX's offerings.

For instance, advisors implementing the newly added fixed income strategies have noted enhanced yield opportunities for their clients, while those using equity strategies have seen substantial growth potential. These success stories underscore the value of SMArtX's commitment to providing innovative solutions tailored to the needs of modern advisors.