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First Trust Advisors forges partnership and joins the SMArtX Platform

WEST PALM BEACH, Fla., April 4, 2024 — SMArtX 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:

BlackRock
- Fundamental Core Taxable Fixed Income
- Long Term Municipal Fixed Income
- Short Term Municipal Fixed Income
- Short Term Taxable Fixed Income

First Trust Advisors
- Aggressive Growth
- All Equity
- Alternatives
- Balanced Growth
- Conservative
- Conservative Growth
- Core Plus Fixed Income
- Defensive Equity
- Diversified Low Duration Fixed Income
- Domestic Equity
- Enhanced Equity Income
- Equity Income
- High Income
- High Income Municipal
- Inflation
- International Equity
- Limited Duration Municipal
- Moderate Growth
- Multi Income Asset Allocation
- RBA U.S. Equity
- Top Themes
- Vest Defensive Growth U.S. Equity Buffer ETF Model
- Vest Moderate Growth U.S. Equity Buffer ETF Model

Lord, Abbett & Co.
- Long Municipal SMA

OneAscent Investment Solutions
- Large Cap Growth
- Large Cap Value
- SMID Growth

“SMArtX has experienced significant growth over the past year. Our continuous expansion demonstrates our commitment to providing advisors with the most comprehensive manager marketplace available,” said Brad Haag, Executive Vice President, SMArtX Advisory Solutions. “With this ever-growing universe of investment options, advisors can ensure they have the flexibility and resources to deliver a wide array of solutions to their clients by building personalized portfolios that meet their specific needs and 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.

Expanded Investment Strategies Overview

The recent expansion of the SMArtX Manager Marketplace introduces a diverse array of investment strategies tailored to meet the evolving needs of advisors and their clients. With 31 new strategies added, advisors can now access a broader spectrum of options that cater to various investment goals and risk tolerances.

This expansion not only includes traditional strategies but also highlights innovative approaches such as tax-efficient fixed-income options and thematic equity strategies. These offerings empower advisors to customize portfolios that align with their clients' unique financial situations and preferences.

Benefits of Unified Managed Accounts (UMA)

Unified Managed Accounts (UMA) provide a streamlined solution for advisors looking to simplify their investment processes while offering diverse strategies. By consolidating multiple investment products into a single account, UMAs enhance operational efficiency and improve client service.

Advisors using UMAs can easily manage assets across different strategies, allowing for more effective portfolio management and rebalancing. This flexibility is crucial for addressing the varied needs of clients, particularly in a rapidly changing market environment.

Impact of New Partnerships on Investment Opportunities

The addition of partnerships with leading asset management firms like First Trust Advisors significantly broadens the range of investment opportunities available on the SMArtX platform. These collaborations enhance the marketplace's offerings, ensuring that advisors can provide top-tier strategies to their clients.

By leveraging the expertise and resources of these firms, SMArtX enhances its value proposition, allowing advisors to access high-quality investment solutions that are aligned with current market trends and client demands.

Client-Centric Approach to Investment Solutions

At SMArtX, the client-centric approach is at the forefront of its strategy, ensuring that the diverse investment solutions offered are tailored to meet the specific needs of individual clients. This focus allows advisors to provide personalized investment experiences that resonate with their clients' financial aspirations.

By understanding the unique risk tolerances and investment goals of each client, advisors can utilize the expanded marketplace to construct portfolios that not only aim for growth but also consider tax implications and market conditions, ultimately leading to better client satisfaction and retention.