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AthenaInvest Advisors Increased Their Presence with Addition of Market Rotation Strategy

WEST PALM BEACH, Fla., August 3, 2023 – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced it has added four strategies to its managed accounts platform, with Guardian Capital LP and Montag & Caldwell joining the SMArtX model marketplace. The platform now features 1,234 strategies from 296 asset management firms.

Guardian Capital LP established themselves on the platform with two global equity model strategies driven by bottom-up systematic research and company fundamentals, while Montag & Caldwell added its Mid-Cap Growth model strategy that focuses on high-quality mid-cap growth stocks with earnings growth and attractive valuation.

The SMArtX platform also welcomes one addition from existing asset management firm AthenaInvest Advisors, that introduced their Market Rotation model strategy. It is designed to tactically rotate among markets based on investor behavior.

“SMArtX continues to expand its model marketplace and move from strength to strength,” remarked Jonathan Pincus, President & COO SMArtX Advisory Solutions. “We endeavor to build an even stronger distribution platform for our asset managers and adding firms of such high caliber reinforces our ability to be a leading turnkey asset management platform.”

The full list of new strategies includes:

AthenaInvest Advisors
- Market Rotation
Guardian Capital LP
- Fundamental Global Equity
- Global Dividend Balanced
Montag & Caldwell
- Mid Cap Growth

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

“We continue to see a steady increase in demand for additional investment products across the platform and are thrilled to announce this month’s new additions that further solidify our commitment to providing leading investment solutions for our clients,” said Brad Haag, Head of Manager Solutions. “These managers are known for their expertise in the industry, and we believe they will add great value to the platform,” stated Mr. Haag.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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 wider selection of investment product 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 in the TAMP Model Marketplace

The addition of Guardian Capital LP and Montag & Caldwell Strategies marks a significant enhancement to the SMArtX TAMP model marketplace, catering to the evolving needs of financial advisors. These new strategies are designed to provide a diverse range of investment options that align with various client objectives.

Guardian Capital LP brings a unique approach to investment management, focusing on active strategies that aim to outperform benchmarks. Montag & Caldwell, known for their disciplined investment process, offers strategies that emphasize long-term growth, providing advisors with robust tools to meet their clients' investment goals.

Benefits of SMArtX's Turnkey Asset Management Platform

SMArtX's TAMP offers financial advisors a seamless and efficient way to manage client portfolios, enabling them to focus on delivering value rather than administrative tasks. The platform's user-friendly interface and powerful tools simplify the investment process and enhance client engagement.

With features such as automated trading, comprehensive reporting, and integrated billing solutions, advisors can streamline their operations and improve overall efficiency. This allows them to scale their practices effectively while maintaining a high level of service for their clients.

Enhanced Technology Features of SMArtX

At the core of SMArtX's offerings is its API-first, cloud-native technology, which ensures that advisors have access to the latest innovations in investment management. This technology supports a modular, micro-services architecture, allowing for customization based on individual firm needs.

By leveraging advanced technology, SMArtX provides financial advisors with the flexibility to adapt their investment strategies and operations quickly. This adaptability is crucial in a rapidly changing financial landscape, enabling advisors to stay competitive and responsive to client demands.

Future Growth and Expansion Plans for SMArtX

SMArtX Advisory Solutions is committed to continuous growth and innovation in the managed accounts space. The recent addition of new strategies is just one aspect of the company's broader strategy to enhance its model marketplace and expand its offerings to financial advisors.

Looking ahead, SMArtX plans to introduce even more investment products and features, ensuring that advisors have access to a comprehensive suite of solutions. This proactive approach positions SMArtX as a leader in the industry, ready to meet the demands of financial professionals seeking to optimize their investment offerings.