SMArtX Adds Two Asset Managers to Enhance Its SMArtY Platform

SMArtY, the Manager-Sponsored Strategist Platform, Launched September 28th

WEST PALM BEACH, Fla., October 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform.

Fidelity Investments will offer its suite of Target Allocation, Target Risk Blended, and Target Allocation Tax-Aware model portfolios through the SMArtY platform. Invesco will provide access to its Dynamic Active/Passive and Strategic Active/Passive Tax-Aware model portfolios, offering advisors a wide range of investment solutions. Both firms will also offer custom, white-label investment solutions to SMArtY advisors seeking a distinct product suite for their clients.

“We are honored to work with Fidelity Investments and Invesco to bring their strategies to the SMArtY platform,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “Their diverse range of strategies will empower SMArtY clients with an extensive array of investment solutions, all underpinned by robust portfolio management and research teams.”

SMArtY exemplifies SMArtX Advisory Solutions’ pioneering managed accounts technology, designed to empower fee-conscious advisors with a host of turnkey asset management platform features seamlessly integrated within a unified managed account. The manager-sponsored strategist structure eliminates the hefty price tag typically associated with traditional wealth management platforms, enabling access to a wealth of tools that may have been financially out of reach for some financial planners, wrap-fee providers, and individual RIAs.

Discover how SMArtY is reshaping the future of wealth management here.

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, the SMArtX and SMArtY TAMPs, for advisors seeking a modern asset management platform. Learn more at www.smartxadvisory.com

About Invesco

Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco managed $1.5 trillion in assets on behalf of clients worldwide as of June 30, 2023. For more information, visit www.invesco.com.

Separately Managed Accounts are offered by Invesco Advisers, Inc. and Invesco Managed Accounts. These affiliated investment advisers provide investment advisory services and do not sell securities. Both of these entities are indirect, wholly owned subsidiaries of Invesco Ltd.

About Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with SMArtX. Fidelity Investments is a service provider to SMArtX.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by SMArtX and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Investments provides clearing, custody or other brokerage services through National Financial Services LLC or Fiedlity Brokerage Services LLC, Members NYSE, SIPC.

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Key Features of the SMArtY Platform

The SMArtY platform is designed to provide financial advisors with a comprehensive suite of tools that streamline investment operations. With its user-friendly interface, advisors can easily access a variety of investment strategies, ensuring they have the resources necessary to meet their clients' diverse needs.

In addition to its intuitive design, the platform integrates advanced portfolio management capabilities, allowing advisors to efficiently manage client investments. Features such as real-time analytics, customizable reporting, and seamless integration with existing systems empower advisors to enhance their service offerings and improve client satisfaction.

Integration with Asset Management Firms

SMArtX's collaboration with Fidelity Investments and Invesco marks a significant enhancement to the SMArtY platform, enabling advisors to leverage a broader range of investment strategies. This integration not only diversifies the options available to advisors but also strengthens the overall value proposition of the platform.

By partnering with reputable asset management firms, SMArtX ensures that advisors can access high-quality investment solutions backed by robust research and portfolio management teams. This strategic alignment helps advisors stay competitive in a rapidly evolving market, providing them with the tools needed to cater to their clients' investment goals.

Benefits of Manager-Sponsored Strategies

The manager-sponsored strategist structure of the SMArtY platform offers numerous advantages for financial advisors. This model reduces the costs typically associated with traditional wealth management platforms, allowing advisors to provide competitive pricing while maintaining high service quality.

Moreover, the flexibility of manager-sponsored strategies enables advisors to tailor investment solutions to their clients' specific requirements. This customization fosters stronger client relationships, as advisors can align their offerings with individual investment objectives and risk tolerances, ultimately driving better outcomes for their clients.

Future Developments and Innovations

As SMArtX Advisory Solutions continues to innovate, the SMArtY platform is expected to evolve with additional features and integrations. The company is committed to staying at the forefront of managed accounts technology, ensuring that advisors have access to the latest tools and strategies in the investment landscape.

Future developments may include enhanced analytics capabilities, expanded partnerships with more asset management firms, and the introduction of new investment products. By focusing on continuous improvement, SMArtX aims to empower financial advisors to better serve their clients and adapt to changing market conditions.