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WEST PALM BEACH, Fla., Sept. 4, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading provider of enterprise managed accounts technology, announced today that its Manager Marketplace now includes stand-alone mutual funds, ETFs, and closed-end funds. This expansion provides asset managers with greater visibility for their products and gives advisors enhanced flexibility, along with access to both quantitative and qualitative research.

Asset managers gain dedicated exposure within SMArtX’s manager research center, where advisors can:

Access in-depth research and analytics on listed funds
Review product microsites with literature, performance data, and detailed insights
Seamlessly integrate funds into client proposals

“With this new initiative, asset managers can expand exposure to their funds and ETFs while broadening the platform’s solutions,” said Brad Haag, Executive Vice President and Head of Distribution. “SMArtX has evolved into a total portfolio solution, enabling managers to showcase their full range of offerings, not just SMAs and strategist portfolios.”

Stand-Alone Fund Listings Include:

Exchange-Traded Funds (ETFs)
Open-End Mutual Funds
Closed-End Mutual Funds (including semi-liquid funds)

This expansion reinforces SMArtX’s mission to unify portfolio management tools across all asset types. Integrated research for third-party models, manager-traded strategies, and now stand-alone funds provide asset managers with an expanded enterprise-grade distribution channel to reach advisors at scale. At the same time, advisors gain broader resources to research and construct diversified portfolios efficiently within a streamlined, modern workflow.

SMArtX continues to empower advisors to research, transition, allocate, and execute across investment products through a single, custodian-neutral platform.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

SOURCE SMArtX Advisory Solutions

Benefits of Stand-Alone Fund Listings

Stand-alone fund listings in the SMArtX Manager Marketplace provide significant advantages for asset managers and advisors alike. By featuring mutual funds, ETFs, and closed-end funds individually, asset managers can enhance their visibility and attract more attention from advisors looking for diverse investment options.

These listings allow advisors to easily access detailed research and analytics, facilitating informed decision-making. Furthermore, the dedicated exposure within the manager research center helps asset managers showcase their products more effectively, ultimately leading to increased investment flows and client engagement.

How to Access the Enhanced Manager Marketplace

Advisors can easily navigate the enhanced Manager Marketplace to access the latest stand-alone fund listings. By utilizing the user-friendly interface, they can explore a wide range of investment products, complete with performance data and detailed insights, all in one centralized location.

This streamlined access not only saves time but also empowers advisors to create tailored client proposals that incorporate the most relevant and attractive investment options. The platform’s custodian-neutral nature ensures that advisors can seamlessly integrate these funds into their investment strategies without any bias toward specific custodians.

Insights from Industry Leaders on the Expansion

The expansion of SMArtX's Manager Marketplace has garnered attention from various industry leaders who recognize the importance of increased product visibility. Experts emphasize that this initiative aligns with the evolving needs of asset managers and advisors, who require flexible solutions to navigate the complex investment landscape.

Brad Haag, Executive Vice President and Head of Distribution, highlighted that the initiative enables asset managers to broaden their exposure while providing advisors with a comprehensive toolkit for investment research and execution. This feedback underscores the collaborative spirit of the financial industry in enhancing managed accounts technology.

Future Developments in the Manager Marketplace

SMArtX Advisory Solutions is committed to continuously improving its Manager Marketplace to meet the demands of asset managers and advisors. Future developments may include the addition of more asset classes, innovative investment strategies, and enhanced analytical tools that provide deeper insights into fund performance.

By staying ahead of industry trends and incorporating user feedback, SMArtX aims to create an even more robust platform that facilitates seamless investment management. This proactive approach ensures that both asset managers and advisors can thrive in an increasingly competitive environment.