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Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management join the SMArtX Platform.

WEST PALM BEACH, Fla., January 11, 2024 — SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announced it has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently features 1317 strategies from 300 asset management firms.

Existing firms Alpha Vee Solutions and Ocean Park Asset Management added two strategies to the platform. These strategies include risk managed small cap and strategic income portfolios, respectively.

The full list of new strategies includes:

Alpha Vee Solutions
- Risk Managed Small Cap Top 5 Sector US Equity
Essex
- Small Cap Growth
- Global Environment Opportunities Strategy (GEOS)
M.D. Sass
- Concentrated Value
Ocean Park Asset Management
- Strategic Income 100
Pinnacle Associates
- SMID Cap Equity
Sawgrass Asset Management
- Diversified Large Cap Growth
- Small Cap Growth Genesis

“Our commitment to providing award-winning solutions remains unwavering,” says Brad Haag, EVP at SMArtX Advisory Solutions. “We are dedicated to expanding our manager marketplace with esteemed firms that cater to the evolving needs of our clients. Furthermore, we continue to enhance our best-in-class distribution platform, empowering managers to accelerate growth and enhance accessibility to their strategies.”

SMArtX’s continued growth is driven by two main applications of its technology: the off-the-shelf TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

About SMArtX Advisory Solutions

SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitation of managed account technology as it exists today. Modernize asset management with SMArtX: The Foundation of Innovation www.smartxadvisory.com.

New Investment Strategies Overview

The addition of eight new investment strategies from six asset management firms significantly enhances the options available to financial advisors using the SMArtX platform. This expansion allows advisors to tailor investment solutions that better meet the diverse needs of their clients.

These newly introduced strategies span various asset classes, including equity, small cap, and large cap growth, providing advisors with a robust toolkit for constructing well-rounded portfolios. By integrating these strategies into the Manager Marketplace, SMArtX reaffirms its commitment to offering cutting-edge investment solutions.

Benefits of SMArtX's Managed Accounts Technology

SMArtX's managed accounts technology streamlines operations for financial advisors and asset managers, enabling greater efficiency in managing client accounts. This technology automates many investment processes, allowing firms to focus on strategic decision-making rather than administrative tasks.

With features like off-the-shelf TAMP offerings and customizable UMA technology, advisors can leverage SMArtX's platform to enhance client service and operational scalability. The use of APIs to tailor solutions for large enterprises and hybrid broker-dealers further illustrates the versatility and effectiveness of SMArtX’s technology.

Client-Centric Innovations in Managed Accounts

SMArtX is dedicated to innovation in the managed accounts space, continuously enhancing its platform to meet the evolving needs of financial advisors and their clients. The introduction of new strategies is just one aspect of the company's broader commitment to providing tools that empower advisors.

Through ongoing development and integration of best-in-class technology, SMArtX enables advisors to offer more personalized investment solutions. This client-centric approach not only enhances service delivery but also positions SMArtX as a leader in the financial technology landscape.

Future of Managed Accounts with SMArtX

The future of managed accounts technology is bright with SMArtX at the forefront of innovation. As the landscape evolves, SMArtX is committed to adapting its offerings to meet emerging trends and client demands, ensuring that advisors have access to the latest tools and strategies.

By continuously expanding its Manager Marketplace and enhancing its technology, SMArtX is poised to redefine how financial advisors manage client portfolios. This forward-thinking approach not only addresses current market challenges but also anticipates future needs in the investment advisory space.