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Congratulations to the 11 leading investment strategies earning this year’s accolades on the SMArtX Advisory Solutions Turnkey Asset Management Platform

WEST PALM BEACH, Fla., March 3rd, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), last night announced the winners of the SMArtX 2022 Virtual Awards. Now in its second year, the Awards recognized 11 leading strategies on the SMArtX platform.

The unique livestream event featured special appearances from well-known celebrities, actors, and musicians such as Don Johnson, David Hasselhoff, LeAnn Rimes, Kenny G and others.

Winners were selected across 11 categories from among 978 eligible strategies available on the SMArtX UMA platform, based on annual data collected for the period ending December 31, 2021. The 11 awards categories were grouped by market cap, investment methodology, and direct indexes. The winning strategies were scored on a weighted, quantitative system.

“The 2022 SMArtX Virtual Awards winners designation marks a higher echelon of asset management excellence illustrated by an ability to outperform industry benchmarks and a certain subset of their peers,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Highlighting tonight’s winners also gives SMArtX an opportunity to turn our data into actionable insights for a financial advisor’s practice.”

This year’s winners will be featured in the upcoming SMArtX 2022 Virtual Awards Webinar and Podcast series available on Spotify and Amazon Music. Topics ranging from portfolio construction to risk mitigation will be addressed by award-winning institutional money managers in addition to current views on positioning portfolios amid uncertainty for 2022.

“The SMArtX platform does more than just provide access to investment strategies through its cutting-edge managed accounts technology platform,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “The platform provides a carefully curated and vetted ecosystem for clients and asset managers to come together, leverage market intelligence, and move with speed and agility through changing market dynamics.

The SMArtX 2022 Virtual Awards Winners are:

All Cap Strategy of the Year: Faithward All Cap Momentum by Faithward Capital

Alternative Strategy of the Year: AXS Multi-Strategy Alternatives by AXS Investments

Balanced Strategy of the Year: Muhlenkamp & Co., Inc. All Cap Value by Muhlenkamp & Co., Inc.

Direct Index of the Year: IDX Crypto Opportunity Index by IDX Insights

ESG/SRI Strategy of the Year: Dana Social ESG Equity Strategy by Dana Investment Advisors

Fixed Income Strategy of the Year: Rareview Dynamic Fixed Income CEF by Rareview Capital LLC

Global/International Strategy of the Year: Hilton Dividend & Income Strategy by Hilton Capital Management

Large Cap Strategy of the Year: Suncoast Dividend Growth by Suncoast Equity Management

Real Estate Strategy of the Year: Adelante Property Securities Model by Adelante Capital Management

Small/Mid Cap Strategy of the Year: Faithward Small Cap Momentum by Faithward Capital

Strategist of the Year: Flexible Plan Multi-Strategy Equity Trends by Flexible Plan Investments

The SMArtX 2022 Virtual Awards is generously supported by several leading investment managers who serve as event sponsors:

Platinum Sponsors:

BlackRock

Franklin Templeton

Krane Shares

Schafer Cullen Investment Management

Gold Sponsors:

Donoghue Forlines

Northern Trust

Ocean Park Asset Management

Russell Investment Management

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

Highlights from the 2022 Virtual Awards

The 2022 Virtual Awards showcased remarkable talent and innovation in the asset management industry, with 11 leading investment strategies being recognized for their excellence. Each award category celebrated unique approaches and methodologies that contribute to effective asset management, demonstrating the diverse capabilities within the sector.

Among the winners, the All Cap Strategy of the Year was awarded to Faithward All Cap Momentum, showcasing its outstanding performance and strategic execution. Other notable winners included the Dana Social ESG Equity Strategy, which reflects the growing importance of environmental, social, and governance (ESG) factors in investment decision-making.

Celebrity Appearances at the Event

The SMArtX 2022 Virtual Awards featured special appearances from a range of celebrities, adding a unique flair to the event. Notable figures such as Don Johnson and David Hasselhoff engaged with the audience, enhancing the overall experience and drawing attention to the achievements celebrated during the ceremony.

These celebrity endorsements not only elevated the event's profile but also highlighted the intersection of finance and popular culture, making the awards appealing to a broader audience. Their participation helped to underline the significance of the asset management industry in today's economy.

Impact of SMArtX Technology on Asset Management

SMArtX Advisory Solutions is at the forefront of transforming asset management through its innovative technology. The company's turnkey asset management platform (TAMP) simplifies complex processes, allowing financial advisors and asset managers to focus on delivering value to their clients.

With an API-first, cloud-native architecture, SMArtX's technology supports scalability and customization, enabling firms to tailor their investment solutions. This adaptability is crucial in a rapidly evolving market, where staying ahead of trends and client needs is essential for success.

Future of Asset Management with SMArtX

As the asset management landscape continues to evolve, SMArtX Advisory Solutions is positioned to lead the charge in innovation. The company's commitment to enhancing managed accounts technology ensures that financial professionals can navigate future challenges effectively.

By continually expanding its manager marketplace and integrating new strategies, SMArtX aims to provide clients with cutting-edge solutions that meet their diverse investment needs. This forward-thinking approach is vital for maintaining competitive advantage in a dynamic financial environment.