In the News

Our managed accounts solutions have created a buzz throughout the financial services space. Explore recent news articles for updates to our technology, announcements about our products, and other newsworthy pieces below.

SMArtX Advisory Solutions Expands Manager Marketplace With 12 New Strategies From Seven Leading Asset Management Firms

SMArtX Advisory Solutions Releases Long Term Outlook

SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success

SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

SMArtX Adds a New Billing Experience to the SMArtX Advisor Portal

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms

SMArtX Announces 2024 X Award Winners, Featuring Elite Investment Strategies From Top Asset Managers on the SMArtX Platform

SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms

Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?

Press

2025

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2024