SMArtX: New Equity Strategies for Asset Management in 2025

WEST PALM BEACH, Fla., February 3, 2022 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), today announced the addition of six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 model-traded and manager-traded separate account strategies.

New platform firms Andersen Capital Management, Mastrapasqua Asset Management, and Winthrop Capital Management collectively add large cap, growth, SMID and concentrated equity strategies to the platform. They are delivered through SMArtX’s award-winning, cloud-based solution, integrated across seven custodial platforms, and traded directly by SMArtX.

“We are excited to expand our growing platform with these notable firms,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “SMArtX continues to offer access to a wide range of active and static asset allocation strategies within the traditional long-only industry, alternative investments, and direct indexes that give advisors the power of choice and positioning to better service their clients.”

The complete list of new strategies includes:

Andersen Capital Management
- Weather Mark

Mastrapasqua Asset Management
- Large Cap Core Equity
- Large Cap Growth
- SMID Cap Core Equity

Winthrop Capital Management
- Large Cap Blend Equity
- Focused Growth Equity

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.

“The necessity to become a digital-first organization will further drive demand for institutional products and efficiencies to be integrated directly into existing technology solutions,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX builds its own technology for its TAMP and for its clients who seek customized platforms, creating a natural partner to provide these solutions.”

Today’s announcement comes ahead of The SMArtX 2022 Virtual Awards Program taking place on March 2, 2022, a livestream event recognizing asset management excellence across 11 different categories.

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 wider selection of investment product 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.

New Equity Strategies Overview

The addition of six new equity strategies enhances the SMArtX platform, providing financial advisors with diverse options tailored to meet varying client needs. These strategies are designed to improve investment performance and align with contemporary market demands.

Among the new offerings are large cap, growth, SMID, and concentrated equity strategies from Andersen Capital Management, Mastrapasqua Asset Management, and Winthrop Capital Management. This broadens the spectrum of investment choices available to advisors, enabling them to create more personalized portfolios for their clients.

Benefits of the New Strategies

The newly added equity strategies empower advisors by providing a wider range of investment options, which can lead to enhanced client satisfaction and retention. These strategies are particularly beneficial for advisors looking to diversify their clients' portfolios with high-quality, actively managed options.

For instance, the introduction of large cap growth and SMID cap core equity strategies allows advisors to capitalize on different segments of the market, potentially improving returns while managing risk. This flexibility is crucial in today’s dynamic investment landscape.

Integration of Technology in Asset Management

SMArtX Advisory Solutions leverages advanced technology to streamline the asset management process, making it easier for advisors to implement these new strategies. The platform's integration capabilities allow for seamless deployment of tailored investment solutions.

By utilizing proprietary UMA technology and APIs, SMArtX enables advisors to customize their investment approaches, ensuring they can meet specific client mandates and preferences effectively. This technological edge positions SMArtX as a leader in the asset management space.

Upcoming Events and Recognition

The announcement of new equity strategies coincides with the SMArtX 2022 Virtual Awards Program, highlighting the company’s commitment to excellence in asset management. This event recognizes outstanding achievements across various categories in the industry.

Participating in such events not only showcases SMArtX's innovations but also reinforces its position as a key player in the financial advisory space. The recognition serves as a testament to the quality and effectiveness of the strategies offered through the platform.