SMArtX Advisory Solutions Adds 23 Strategies to Its Manager Marketplace - DEV

Richard Bernstein Advisors joins the SMArtX Platform.

WEST PALM BEACH, Fla., March 7, 2024 — SMArtX Advisory Solutions (“SMArtX”), a
leading innovator in unified managed accounts (UMA) technology, announced it has
added 23 strategies offered by seven leading asset management firms to its
platform. The platform currently features 1,350 strategies from over 300 asset
management firms.

Richard Bernstein Advisors is now offering a global risk-balanced moderate strategy
from their ETF product suite. Several existing firms, including BlackRock, Capital
Research and Management Company, Franklin Advisers, iSectors, Stansberry Asset
Management, and WCM Investment Management, collectively added 22 strategies
to the platform. These strategies demonstrate themes across international and U.S.
equity, fixed income, and cryptocurrency.

The full list of new strategies includes:

BlackRock
- Corporate Ladder Taxable Fixed Income 1-10 Year
- Corporate Ladder Taxable Fixed Income 1-5 Year
- Intermediate Municipal Fixed Income
- Intermediate Taxable Fixed Income
- Laddered Municipal Fixed Income 1-10 Year
- Laddered Municipal Fixed Income 1-5 Year
- Laddered Municipal Fixed Income 10-20 Year
- Laddered Municipal Fixed Income 5-15 Year
Capital Research and Management Company
- Active-Passive Conservative Growth & Income F-3
- Active-Passive Conservative Income & Growth F-3
- Active-Passive Conservative Income F-3
- Active-Passive Growth & Income F-3
- Active-Passive Growth F-3
- Active-Passive Moderate Growth & Income F-3
- Active-Passive Moderate Growth F-3
- Active-Passive Preservation F-3
Franklin Advisers, Inc.
- Municipal Ladder 1-15 Year
- Municipal Ladder 1-7 Year
- Municipal Ladder 5-20 Year
iSectors, LLC
- CryptoBlock® Allocation
Richard Bernstein Advisors
- Global Risk-Balanced Moderate ETF Strategy
Stansberry Asset Management (SAM)
- SAM Tactical Select
WCM Investment Management
- International Quality Value

“SMArtX continues to broaden the investment choices available to advisors,
empowering them to build customized portfolios for their clients,” said
Jonathan Pincus, CEO of SMArtX Advisory Solutions. “By welcoming respected
firms like Richard Bernstein Advisors and expanding offerings from existing
partners, we provide advisors with a comprehensive and diverse marketplace
to meet their specific needs.”

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 in the SMArtX Manager Marketplace

The addition of 23 new investment strategies significantly enhances the diversity and appeal of the SMArtX Manager Marketplace. These strategies, sourced from seven reputable asset management firms, provide financial advisors with a broader array of options to meet their clients' investment needs.

Among the new offerings are various fixed income and equity strategies, including BlackRock's Corporate Ladder Taxable Fixed Income and Capital Research's Active-Passive Conservative Growth & Income. This expansion not only increases the total number of strategies available to 1,350 but also reflects SMArtX's commitment to providing innovative investment solutions.

Benefits of Using SMArtX Advisory Solutions

SMArtX Advisory Solutions offers numerous benefits for financial advisors seeking to streamline their investment operations. The platform's unified managed accounts technology allows for seamless integration and management of multiple investment strategies within a single framework, enhancing operational efficiency.

Additionally, the API-first, cloud-native architecture of SMArtX enables advisors to customize their investment solutions according to specific client needs. This flexibility is crucial for adapting to the evolving financial landscape and catering to diverse client demands.

Strategic Partnerships with Leading Asset Management Firms

SMArtX's collaboration with leading asset management firms is pivotal to its success in expanding the Manager Marketplace. By partnering with respected names in the industry, SMArtX ensures that its offerings are both credible and diverse, catering to a wide range of investment strategies.

These partnerships not only enhance the quality of investment options available but also bolster the platform's reputation as a trusted resource for financial advisors. The inclusion of firms like Richard Bernstein Advisors and BlackRock exemplifies SMArtX's strategy to provide top-tier investment solutions.

Future Developments in the SMArtX Manager Marketplace

As SMArtX Advisory Solutions continues to grow, future developments in the Manager Marketplace are anticipated. The company is focused on further expanding its strategy offerings and enhancing its technology to meet the changing needs of financial advisors.

Upcoming features may include advanced analytics tools and additional integrations with third-party platforms, allowing advisors to make more informed investment decisions. This commitment to innovation ensures that SMArtX remains at the forefront of the UMA technology landscape.