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Congratulations to the nine leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform

WEST PALM BEACH, Fla., April 11, 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 the winners of the SMArtX 2023 X Awards (previously known as the SMArtX Virtual Awards). Now in its third year, the X Awards recognize leading strategies within the model marketplace on the SMArtX platform.

Winners were selected across nine categories from among 1,111 eligible strategies, based on annual data collected for the period ending December 31, 2022. The nine awards categories were grouped by market cap, geographic focus, and investment type. The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.

“The 2023 X Awards recognize asset management excellence, denoted by the firm’s ability to outperform their peers,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Our proprietary analysis provides our clients with actionable insights to assist in the creation of client portfolios.”

The 2023 X Awards Winners by category are:

Large Cap: Logan Capital Management – Large Cap Growth
Mid Cap: Congress Asset Management Company – SMID Growth
Small Cap: Easterly Asset Management – Snow Small Cap Value
Global: Capital Research and Management Company – Global Equity SMA
Foreign: Blackrock – International Equity SMA
Fixed Income: Aristotle Credit Partners – Credit High Yield Bond Focused ESG
Allocation: Fidelity Institutional – Target Allocation 60/40 (Z) Model Portfolio
Tactical Allocation: Kensington Asset Management – Dynamic Growth
Fixed Income Allocation: Weatherstone Capital Management – Strategic Income

“The SMArtX unified managed accounts technology platform provides more than just access to third party investment strategies,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “The platform provides a diligently vetted model marketplace and a complete set of feature solutions that can be integrated directly into existing technology stacks or accessed through our off-the-shelf TAMP.”

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

Acknowledging the Winners of the 2023 X Awards

The 2023 X Awards celebrate outstanding investment strategies on the SMArtX platform, highlighting the achievements of nine exemplary firms in the asset management industry. This recognition is not only a testament to their performance but also underscores the importance of innovation and excellence in financial services.

Each winner has demonstrated a unique ability to outperform their peers, showcasing strategies that align with the evolving needs of investors. The categories include Large Cap, Mid Cap, Small Cap, Global, and more, reflecting a diverse range of investment approaches that cater to various client objectives.

Significance of the SMArtX Unified Managed Accounts Technology

SMArtX's unified managed accounts (UMA) technology serves as a robust platform that integrates multiple investment strategies into a single account, simplifying the investment process for financial advisors. This technology not only enhances operational efficiency but also empowers advisors to offer tailored solutions to their clients.

The cloud-native, API-first architecture allows for seamless integration with existing systems, enabling advisors to customize their investment offerings. This adaptability is crucial in a rapidly changing financial landscape, where personalized service is key to client satisfaction and retention.

Impact of the X Awards on Asset Management Trends

The X Awards play a pivotal role in shaping the asset management landscape by spotlighting innovative strategies and best practices. By recognizing top performers, the awards encourage firms to strive for excellence and adopt cutting-edge approaches in their investment processes.

As industry standards evolve, the insights gained from the X Awards provide valuable benchmarks for firms aiming to enhance their competitiveness. This recognition not only boosts the visibility of the winners but also inspires other asset managers to innovate and improve their offerings.

Future of Managed Accounts with SMArtX

Looking ahead, SMArtX is poised to lead the future of managed accounts by continuously enhancing its technology and expanding its range of investment strategies. The commitment to innovation ensures that financial advisors have access to the latest tools to meet their clients' needs effectively.

As the demand for sophisticated investment solutions grows, SMArtX's focus on modular, micro-services architecture will enable the platform to adapt and evolve, ensuring that it remains at the forefront of the asset management industry. This forward-thinking approach is essential for maintaining relevance in a competitive market.