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 to Launch Pioneering SMArtY Platform with Russell Investments’ Model Portfolios

SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards

SMArtX Advisory Solutions’ Manager Marketplace Welcomes GW&K Investment Management

SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales

SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapoport Continues Role on Board of Directors

SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace

SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors

SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies

SMArtX’s TAMP Introduces 24 New Strategies to its Model Marketplace

SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms

Third Annual SMArtX “X” Awards Announces Winners, Recognizes Asset Management Excellence

Press

2025

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2024