SMArtX Advisory Solutions Adds 13 Strategies to Its Manager Marketplace - DEV

Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform.

WEST PALM BEACH, Fla., February 8, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 13 strategies offered by six leading asset management firms to its platform. Bahl & Gaynor and Cantor Fitzgerald are now offering strategies across growth and equity. The platform currently features 1327 strategies from over 300 asset management firms.

Several existing firms, including Kayne Anderson Rudnick Investment Management, Piton Investment Management, Schafer Cullen Capital Management, and TAMP Advisory Solutions, added 6 strategies to the platform. These strategies encompass a wide range of portfolios across small and mid cap, fixed income, and water impact themes.

The full list of new strategies includes:

Bahl & Gaynor
- Income Growth
- Large Cap Quality Growth
- Small Cap Quality Growth
- Small/Mid Cap Income Growth – smig®
Cantor Fitzgerald
- Dividend Growth
- Equity Dividend Plus
- Large Cap Focused
Kayne Anderson Rudnick Investment Management
- KAR Small-Mid Cap Quality Value
Piton Investment Management
- Tactical Ultra-Short Duration
- Tax-Exempt Ultra-Short Duration
Schafer Cullen Capital Management
- Water Impact
TAMP Advisory Solutions
- WealthTrust DBS Quality Mid Cap
- WealthTrust DBS Quality Small Cap

“This expansion underscores our dedication to providing clients access to diverse investment solutions, while helping asset managers reach a wider audience and accelerate their growth,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “With the addition of Bahl & Gaynor and Cantor Fitzgerald, alongside expanded offerings from existing partners, SMArtX continues to evolve as the go-to platform for innovative and sophisticated managed account solutions.”

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.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com.

New Investment Strategies Overview

SMArtX Advisory Solutions has significantly expanded its offerings by adding 13 new investment strategies from six prominent asset management firms. This strategic move enhances the platform's capabilities, providing financial advisors with a diverse array of options to cater to their clients' unique investment needs.

The newly introduced strategies include various asset classes and investment styles, such as income growth and quality growth, sourced from reputable firms like Bahl & Gaynor and Cantor Fitzgerald. This expansion not only enriches the investment landscape available to advisors but also positions SMArtX as a leader in innovative managed account solutions.

Benefits of Unified Managed Accounts

Unified Managed Accounts (UMAs) offer a streamlined approach to investment management, allowing advisors to consolidate multiple investment strategies into a single account. This integration simplifies the management process, improves operational efficiency, and enhances reporting capabilities for financial professionals.

By utilizing UMAs, advisors can provide tailored investment solutions that align with their clients' goals while maintaining flexibility in strategy selection. This approach not only saves time but also empowers advisors to make more informed investment decisions, ultimately leading to improved client satisfaction and retention.

SMArtX's Technology and API Capabilities

At the core of SMArtX Advisory Solutions' offerings is its cutting-edge technology, built on a cloud-native, API-first architecture. This modular design allows for seamless integration with existing systems, enabling asset managers and advisors to customize their investment solutions according to specific business requirements.

The proprietary UMA technology facilitates both off-the-shelf and tailored solutions, catering to a wide range of clients, including large enterprises and hybrid broker-dealers. By leveraging this technology, SMArtX not only enhances operational efficiencies but also accelerates growth opportunities for asset managers seeking to expand their market reach.

Future Trends in Investment Strategies

The investment landscape is continually evolving, with trends such as ESG (Environmental, Social, and Governance) investing and alternative asset classes gaining traction. SMArtX Advisory Solutions is poised to stay ahead of these trends by continually updating its strategy offerings to meet the changing demands of financial advisors and their clients.

As more investors seek diversified portfolios that align with their values and risk tolerance, SMArtX's commitment to innovation ensures that advisors have access to the latest investment strategies. This proactive approach not only enhances client engagement but also solidifies SMArtX's position as a thought leader in the financial services industry.