SMArtX Grows Turnkey Asset Management Platform with 19 New Strategies

Direct Access to High Quality Model Portfolios and Managers Driving Demand

WEST PALM BEACH, Fla., September 7^th, 2021 — 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 expansion of its platform with 19 new strategies. The total number of strategies available in September is now over 890.

New investment firms adding strategies to the platform include Brentview Investment Management, Cypress Capital, Edge Asset Management, Faithward Capital, Hotchkis & Wiley, and Principal Global Investors. Heavyweight asset management firms Kayne Anderson Rudnick Investment Management, Spectrum Asset Management, and WCM Investment Management also added several strategies including mid cap core, preferred, growth, and opportunistic strategies.

Brentview Investment Management

Dividend Growth

Cypress Capital

U.S. Opportunity

Edge Asset Management

Small-Mid Cap Dividend Income

Faithward Capital

All Weather Balanced
All Weather Dividend
Large Cap Momentum
Mid Cap Momentum
Small Cap Momentum
All Cap Momentum

Hotchkis & Wiley

Large Cap Fundamental Value
Global Value

Kayne Anderson Rudnick Investment Management

KAR Mid Cap Core

Principal Global Investors

U.S. Real Estate Equity Securities
U.S. Small Cap Select Value Equity
U.S. Small Cap Select Equity

Spectrum Asset Management

Preferred with Capital Securities

WCM Investment Management

Small Cap Growth
Focused U.S. Growth
Focused U.S. Opportunities

This expansion broadened the platform with momentum-based, growth, international, and market cap-based strategies. Furthermore, they are delivered through SMArtX’s award-winning, cloud-based solution, integrated across seven custodial platforms and traded directly by SMArtX.

“SMArtX is eager to welcome these new managers and strategies to our expanding platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The growth of SMArtX’s user base continues to be driven by modern issues affecting legacy technology. That is where SMArtX is able to step in, bringing award-winning solutions to enterprise firms and RIAs alike.”

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 further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

“SMArtX’s continues to lead the industry in UMA product development and innovation,” said Jonathan Pincus, President & COO of SMArtX. “The time spent maturing these tools has enabled SMArtX to offer its UMA technology farther upstream than the retail advisor, helping to broaden our client base and deliver modern solutions across entire enterprises.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform that automates the investment processes and everyday tasks of managing client accounts. The firm also licenses its proprietary managed accounts technology to help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com

Overview of New Asset Management Strategies

The expansion of SMArtX's asset management platform introduces 19 new strategies, significantly enhancing the offerings available to financial professionals. These strategies are designed to meet diverse investment needs, catering to various risk profiles and market conditions.

Among the newly added strategies are mid cap core, preferred, growth, and opportunistic options from renowned firms such as Kayne Anderson Rudnick and WCM Investment Management. This variety allows advisors to tailor their portfolios more effectively, optimizing client outcomes and aligning with market trends.

Benefits of Unified Managed Accounts Technology

SMArtX's unified managed accounts (UMA) technology streamlines the investment process, providing a cohesive platform for asset management. This technology enables advisors to manage multiple strategies and accounts from a single interface, enhancing efficiency and reducing operational complexity.

By integrating award-winning UMA technology across seven custodial platforms, SMArtX ensures that financial advisors can execute trades seamlessly and access high-quality model portfolios. This integration not only saves time but also allows for better oversight and management of client investments.

Client-Centric Features of the SMArtX Platform

The SMArtX platform is designed with the end-user in mind, offering features that enhance the client experience. From intuitive navigation to robust reporting tools, the platform is built to support financial advisors in delivering superior service to their clients.

For instance, the platform's cloud-based solution allows for real-time data access and updates, ensuring that advisors can make informed decisions swiftly. Additionally, the ability to customize portfolios based on individual client needs further underscores SMArtX’s commitment to client-centric asset management solutions.

Future Innovations and Roadmap for SMArtX

Looking ahead, SMArtX Advisory Solutions is committed to continuous innovation in the asset management space. The firm is actively exploring new technologies and investment strategies to further enhance its platform and meet evolving market demands.

Future developments may include the integration of advanced analytics and artificial intelligence to provide deeper insights into market trends and client behavior. By staying at the forefront of technology, SMArtX aims to empower advisors with the tools they need to succeed in a competitive landscape.