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The new platform represents a significant advancement in SMArtX’s technology offering.

WEST PALM BEACH, Fla., November 16, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, announces the launch of its new data analytics platform designed to help asset managers leverage data-driven insights. The platform, which enables users to improve their decision-making processes and unlock new avenues for business development, is available to asset managers with model or SMA business on SMArtX as well as any asset manager with funds being utilized by SMArtX clients.

The data analytics platform provides asset managers with valuable insights into their book of business, product growth, and opportunities for business expansion. Several data packages are available, offering varying levels of insights and analysis and providing asset managers with a range of options to cater to their specific needs.

“SMArtX is thrilled to announce the launch of our data analytics platform as we continue to expand and enhance our best-in-class distribution platform for asset managers,” said Brad Haag, EVP, and Head of Distribution at SMArtX. “Our solution is a game-changer for firms looking to engage with key insights that can provide opportunities to drive business growth for their products offered on the SMArtX platform.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX Advisory Solutions licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology. Our API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients tailored managed accounts solutions catered to their unique specifications. SMArtX Advisory Solutions also offers off-the-shelf turnkey asset management platforms, SMArtX and SMArtY, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com.

Key Features of the Data Analytics Platform

The new data analytics platform from SMArtX Advisory Solutions is designed to empower asset managers with advanced analytical capabilities. Key features include real-time data processing, customizable dashboards, and integration with existing systems, enabling users to make informed decisions quickly.

For instance, the platform’s real-time data processing allows asset managers to access up-to-date market insights, while customizable dashboards provide tailored views of critical metrics. This flexibility ensures that asset managers can focus on the data that matters most to their strategies and operational goals.

Benefits of Leveraging Data-Driven Insights

Utilizing data-driven insights is essential for asset managers looking to enhance their decision-making processes. The new platform enables users to identify trends and opportunities that may not be immediately apparent through traditional analysis methods.

By leveraging these insights, asset managers can optimize their portfolios, improve risk management practices, and ultimately drive better investment outcomes. For example, predictive analytics can help forecast market movements, allowing firms to adjust their strategies proactively.

Client Testimonials and Case Studies

Feedback from early adopters of the data analytics platform highlights its transformative impact on their operations. Clients report improved efficiency and enhanced decision-making capabilities as a direct result of using the platform.

One case study involved a mid-sized asset management firm that increased its operational efficiency by 30% within three months of implementation, thanks to the platform’s intuitive interface and robust analytical tools. Such testimonials underscore the value of adopting cutting-edge technology in the asset management industry.

Getting Started with SMArtX's Data Analytics Platform

Asset managers interested in exploring the capabilities of the new data analytics platform can easily get started by requesting a demo. This process allows potential clients to experience firsthand how the platform can be tailored to their specific needs.

During the demo, users will have the opportunity to interact with the platform’s features and ask questions about its functionality. SMArtX Advisory Solutions is committed to providing comprehensive support to ensure a smooth transition for clients adopting this innovative technology.