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Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel join the SMArtX Platform.

WEST PALM BEACH, Fla., December 6, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal, equity, and tax-advantaged strategies. The platform currently features 1319 strategies from over 300 asset management firms.

Several existing firms, including Great Lakes Advisors, J.P. Morgan Asset Management, and WBI Investments, added eight strategies to the platform. These strategies encompass a wide range of portfolios across equity, large cap, and growth themes.

The full list of new strategies includes:

  • Bernardi Asset Management
    • Intermediate Term Taxable
    • High Income Municipal
    • Tactical Ladder Municipal
  • Great Lakes Advisors
    • Disciplined Equity Climate Opportunities
    • Fundamental Equity International Value ADR
    • Fundamental Equity Small Cap Value
  • J.P. Morgan Asset Management
    • Large Cap Leaders
  • RiskBridge Advisors
    • MVP Aggressive
    • MVP Aggressive (Tax-Advantaged)
    • MVP Conservative
    • MVP Conservative (Tax-Advantaged)
    • MVP Moderate
    • MVP Moderate (Tax-Advantaged)
  • Uniplan Investment Counsel
    • Micro Cap
    • REI
  • WBI Investments
    • Bull | Bear Tax-Smart Dividend Retirement SMA
    • Power Factor All Cap High Yield Dividend
    • Power Factor All Cap Rising Dividends
    • Power Factor Growth Quality

Jonathan Pincus, CEO of SMArtX Advisory Solutions said,

“SMArtX excels at bringing award-winning solutions to our platform offerings. We are dedicated to continuing to expand our manager marketplace with respected firms that address the evolving needs of our clients, as well as evolving our best-in-class distribution platform to help managers accelerate growth and improve access 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 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, micro-services architecture, providing clients 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, and asset managers. Learn more at www.smartxadvisory.com.