SMArtX Adds Seven New Strategies to Enhance Advisor Flexibility

New Asset Management Firms – Astor Investment Management, Kayne Anderson Capital Advisors, L.P. and Winslow Capital – Further Expand SMArtX’s Turnkey Asset Management Platform (TAMP).

WEST PALM BEACH, Fla., September 7, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of seven new investment strategies to its platform. The SMArtX platform now supports 1,102 model-traded and manager-traded separate account strategies from 271 of the world’s leading asset managers.

Three new asset management firms — Astor Investment Management, Kayne Anderson Capital Advisors, L.P,, and Winslow Capital — have been added to SMArtX’s platform, giving advisors additional strategies to build and offer custom portfolios at scale. These new offerings are distributed and traded by SMArtX across seven custodial platforms through its award-winning cloud-based solution.

“SMArtX is excited to welcome these new names and strategies to the platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Quality over quantity has been the driving force of the SMArtX Turnkey Asset Management Platform (TAMP) since its inception. The quality of managers joining SMArtX is an enduring testament to the importance of diversified distributions and the ease of model delivery directly to advisors’ brokerage accounts.”

Cypress Capital Partners and Eulav Asset Management, two existing firms on the SMArtX platform, now offer investors access to more strategies. The new strategies across all five firms encompass model delivery exposures to equity, fixed income, and infrastructure strategies.

The complete list of new strategies includes:

Astor Investment Management
- Active Income
- Dynamic Allocation
Cypress Capital
- Strategic Income
Eulav Asset Management
- Value Line High Dividend Portfolio
- Value Line Multi-Cap Global Portfolio
Kayne Anderson Capital Advisors, L.P.
- Renewable Infrastructure
Winslow Capital
- Large Cap Growth

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 tailor and utilize its UMA technology through cloud-based APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

Jonathan Pincus, President and COO of SMArtX expanded that “the ongoing development of automation solutions within the managed accounts industry has improved efficiencies, increased integrations across firms, and led to better outcomes for advisors and their clients.”

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 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 Overview

The addition of seven new investment strategies to the SMArtX platform enhances the options available for advisors and firms, allowing for more customized portfolio construction. These strategies come from reputable firms, ensuring that users can trust the quality and performance potential of the offerings.

Each new strategy is designed to cater to various investment goals and risk appetites. For instance, the Astor Investment Management Active Income strategy focuses on generating consistent income, while the Kayne Anderson Renewable Infrastructure strategy taps into the growing sector of sustainable investments. This diversity enables advisors to meet the unique needs of their clients.

Benefits of Integrating New Strategies

Integrating new investment strategies into the SMArtX platform offers numerous benefits, particularly in terms of portfolio diversification and enhanced performance. Advisors can now access a broader range of asset classes and investment styles, which can help mitigate risk and optimize returns for their clients.

Furthermore, the new strategies allow for greater flexibility in tailoring investment solutions. Advisors can mix and match strategies to create a more personalized investment approach, which can lead to improved client satisfaction and retention. This adaptability is crucial in today’s fast-paced financial environment.

Partnerships with Leading Asset Management Firms

SMArtX has partnered with notable asset management firms to bring these new strategies to its platform. Collaborations with firms like Astor Investment Management and Kayne Anderson Capital Advisors highlight SMArtX's commitment to providing high-quality investment options to its users.

These partnerships not only expand the range of investment strategies available but also leverage the expertise of established firms in the industry. By aligning with recognized leaders, SMArtX enhances its credibility and ensures that advisors have access to innovative and effective investment solutions.

Enhanced Technology Features for Advisors

The SMArtX platform's technological advancements play a pivotal role in optimizing the user experience for advisors. With the integration of new strategies, the platform continues to evolve, offering features that streamline operations and improve decision-making processes.

Advisors can benefit from automation tools and cloud-based APIs that facilitate seamless integration of new strategies into their existing workflows. This technological edge not only saves time but also enhances the overall efficiency of asset management practices, allowing advisors to focus more on client relationships and less on administrative tasks.