SMArtX Strengthens Manager Marketplace with 26 New Strategies

Trillium Asset Management and New Capital by EFG Asset Management join the SMArtX Platform.

WEST PALM BEACH, Fla., November 9, 2023 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered by six leading asset management firms to its platform. Trillium Asset Management and New Capital by EFG Asset Management are now offering strategies across ESG core equity and US Small Cap Growth, respectively. The platform currently features 1303 strategies from over 300 asset management firms.

Several existing firms, including AllianceBernstein, Dearborn Partners, Kensington Asset Management, and Russell Investment Management, added 24 strategies to the platform. These strategies encompass a wide range of portfolios across equity, balanced, and income themes.

The full list of new strategies includes:

AllianceBernstein
- Municipal High Quality Intermediate Duration
- Municipal High Quality Long Duration
- Municipal High Quality Short Duration
- Municipal Ladders 1-10 Years
- Municipal Ladders 1-15 Years
- Municipal Ladders 1-5 Years
Dearborn Partners
- All Cap
- Balanced Income 60/40
- Balanced Income 80/20
- Concentrated Balanced Income 60/40
- Concentrated Balanced Income 80/20
- Multi-Asset Income
- Tax Bridge 2+3
Kensington Asset Management
- Defender
New Capital by EFG Asset Management
- US Small Cap Growth
Russell Investment Management
- Personalized Core Equity SMA
- Personalized DI All Cap SMA
- Personalized DI Core Equity SMA
- Personalized DI International SMA
- Personalized DI Large Cap Growth SMA
- Personalized DI Large Cap SMA
- Personalized DI Large Cap Value SMA
- Personalized International SMA
- Personalized Large Cap SMA
- Personalized Small/Mid Cap SMA
Trillium Asset Management
- ESG Core Equity

“SMArtX is 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,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions.

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.

New Investment Strategies Overview

The addition of 26 new investment strategies to the SMArtX platform significantly enhances the options available for financial advisors and asset managers. These strategies are designed to meet varying client needs, from conservative income generation to aggressive growth, thereby broadening the investment landscape for users.

Among the new offerings, notable strategies include the AllianceBernstein Municipal High Quality series, which provides multiple duration options, and Dearborn Partners’ balanced income strategies. This diverse array not only caters to different risk appetites but also aligns with the latest market trends, ensuring that users can optimize their portfolios effectively.

Benefits of Unified Managed Accounts (UMA)

Unified Managed Accounts (UMAs) offer a streamlined approach to investment management, allowing advisors to consolidate multiple asset classes into a single account. This integration simplifies reporting and enhances operational efficiency, making it easier for financial professionals to manage their clients' investments.

With SMArtX’s UMA technology, advisors can leverage a customized investment strategy that includes various asset types, such as equities, fixed income, and alternative investments. This flexibility not only improves client service but also enables advisors to respond swiftly to market changes and client needs.

Partnerships with Leading Asset Management Firms

SMArtX Advisory Solutions has strategically partnered with several top-tier asset management firms to diversify its investment offerings. These collaborations are pivotal in ensuring that the platform remains competitive and relevant in a rapidly evolving financial landscape.

Firms like AllianceBernstein and Russell Investment Management contribute their expertise and reputable strategies, enabling SMArtX to provide its users with access to high-quality investment options. Such partnerships exemplify SMArtX’s commitment to enhancing its marketplace and delivering exceptional value to its clients.

Future Developments and Innovations

Looking ahead, SMArtX is focused on continuous innovation to keep pace with the changing demands of the financial advisory industry. The company is committed to expanding its technology capabilities and enhancing the user experience on its platform.

Upcoming developments include further integration of API functionalities that allow for tailored solutions and improved access to investment strategies. By prioritizing technological advancements, SMArtX aims to empower advisors with the tools they need to succeed in a competitive market.