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DSM Capital Partners Joins the SMArtX Platform

WEST PALM BEACH, Fla., May 7, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 2 new strategies from two leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,530 strategies from 319 distinguished asset management firms.

Newcomer DSM Capital Partners added its Global Growth Equity strategy and Fidelity Institutional also expanded their current offering to include International Capital Appreciation.

The full list of new strategies includes:

DSM Capital Partners
- Global Growth Equity
Fidelity Institutional
- Advisor International Capital Appreciation SMA

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said “We are thrilled to launch these products from DSM Capital Partners and Fidelity Institutional. SMArtX values the relationships we have with asset managers and we look forward to continued expansion and opportunities as the year goes on.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning provider of unified managed accounts (UMA) technology, delivering an API-first, cloud-native platform built on a modular, microservices architecture. This flexible design allows firms to configure solutions to meet their unique needs.

Serving institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians, SMArtX offers scalable solutions for managed account trading, client account billing, and investment product distribution. SMArtX’s technology solutions enhance operational efficiency by automating workflows and simplifying daily client account management.

SMArtX also licenses its proprietary technology to enterprise firms seeking to build, configure, or modernize their managed accounts infrastructure. Whether deployed as a standalone solution or integrated into an existing system, SMArtX empowers firms with innovative technology to optimize operations and drive growth.

As a trusted partner to RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX delivers scalable solutions that enhance efficiency and support business success.

SOURCE SMArtX Advisory Solutions

New Investment Strategies in the Manager Marketplace

The addition of new investment strategies to the SMArtX Manager Marketplace marks a significant enhancement to the platform, catering to the evolving needs of asset managers and advisors. These strategies are designed to provide diverse investment options that can align with various client goals and risk tolerances.

For instance, the newly introduced strategies from DSM Capital Partners exemplify innovative approaches that leverage market insights and advanced analytics. By incorporating these strategies, users can better navigate the complexities of investment management and capitalize on emerging market opportunities.

Benefits of the SMArtX Platform for Asset Managers

SMArtX Advisory Solutions offers numerous benefits to asset managers through its cloud-native platform, which streamlines operational processes and enhances efficiency. The platform's modular architecture allows for customization, enabling managers to tailor solutions that best fit their business models.

Additionally, the integration of an API-first approach facilitates seamless connectivity with existing systems, reducing friction in trading, billing, and distribution processes. This level of integration not only improves user experience but also supports faster decision-making and enhances overall performance in managing client accounts.

Future Expansion Plans for the Manager Marketplace

Looking ahead, SMArtX Advisory Solutions is committed to further expanding its Manager Marketplace to include a broader range of investment strategies and asset management firms. This ongoing growth is driven by the company's dedication to innovation and its responsiveness to market demands.

Future expansions may involve partnerships with additional leading asset managers and the introduction of alternative investment products. By diversifying the offerings, SMArtX aims to provide its users with comprehensive investment solutions that cater to various market conditions and client needs.

Client Success Stories with SMArtX Solutions

Numerous clients have experienced significant success using SMArtX’s managed accounts technology, showcasing the platform's ability to drive results. These success stories highlight how advisors and asset managers have leveraged the tools and strategies available through SMArtX to enhance their service offerings.

For example, a registered investment advisor recently reported improved client satisfaction and retention rates after integrating SMArtX's solutions into their operations. By utilizing the platform's advanced features, they were able to deliver tailored investment strategies that resonated with their clients' financial goals.