SMArtX Advisory Solutions Appoints Industry Veteran Jim Hays as Strategic Advisor - DEV

Hays will assist SMArtX in broadening their reach within the financial services industry to provide modernized managed account technology designed to fuel growth.

WEST PALM BEACH, Fla., January 11, 2024 – SMArtX Advisory Solutions (“SMArtX”), a trailblazer in managed accounts technology, announces the appointment of Jim Hays as Strategic Advisor.

Hays, a 35-year industry veteran, brings unparalleled expertise to SMArtX, having served as President and Chief Executive Officer of Wells Fargo Advisors and leading Wells Fargo’s Wealth and Investment Management Client Relationship Group. His previous roles include heading the Private Banking & Investment Group at Merrill Lynch. Currently, Hays also serves as a strategic advisor at BridgeFT.

Hays will work closely with SMArtX Chief Executive Officer, Jonathan Pincus and the SMArtX executive leadership team, using his deep knowledge of the financial technology landscape to help the company amplify its position as a groundbreaking technology to improve the digital experience of the wealth management ecosystem. His experience and guidance will be key in the company’s strategic planning, execution, client and prospect development and messaging.

“As SMArtX continues to expand its full-throttle, API-first technology for TAMPs, asset managers, wealth managers, custodians, and fintechs, I look forward to helping their talented team drive more adoption of their innovative and unparalleled managed account technology solutions across a broader sector of the market,” said Hays.

Pincus said, “We are honored to welcome Jim Hays to the SMArtX family. His expertise and strategic acumen in wealth management add tremendous value to our team. Jim’s insights will be invaluable as we continue to push the boundaries of managed account technology. Being the first and only managed account technology that is fully API first, we are truly redefining the landscape of unified managed accounts with cutting-edge solutions for our clients.”

To learn more about SMArtX’s solutions, visit www.smartxadvisory.com.

About SMArtX Advisory Solutions

SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitation of managed account technology as it exists today.

Modernize asset management with SMArtX: The Foundation of Innovation https://www.SMArtXadvisory.com.

Jim Hays: A Strategic Asset to SMArtX

Jim Hays joins SMArtX Advisory Solutions as a Strategic Advisor, bringing a wealth of knowledge and experience from his extensive career in financial services. His leadership roles, including President and CEO of Wells Fargo Advisors, position him to make significant contributions to the company's growth and innovation strategies.

With over 35 years in the industry, Hays is well-versed in the challenges and opportunities facing financial firms today. His insights into client relationship management and operational efficiency will be instrumental as SMArtX continues to refine its managed account technology and expand its market presence.

Innovative Technology Solutions at SMArtX

SMArtX Advisory Solutions is dedicated to providing cutting-edge technology that enhances the operational efficiency of financial services. The company's API-first approach enables seamless integration with various platforms, allowing for a more streamlined investment process and improved client account management.

By automating key processes, SMArtX empowers advisory firms, asset managers, and custodians to focus on strategic growth rather than administrative tasks. This innovative technology not only simplifies workflows but also positions clients to better meet the evolving demands of the financial market.

Recent Developments and Future Directions

The appointment of Jim Hays marks a pivotal moment for SMArtX Advisory Solutions as the company aims to accelerate its growth trajectory. Recent news highlights the expansion of their Manager Marketplace, showcasing a commitment to diversifying investment strategies and enhancing service offerings across the financial sector.

Looking ahead, SMArtX is focused on leveraging Hays' expertise to drive adoption of its technology solutions and explore new market opportunities. This strategic direction is indicative of the company's dedication to innovation and responsiveness to client needs in a competitive landscape.

Client-Centric Approach to Managed Accounts

At the core of SMArtX Advisory Solutions is a client-centric philosophy that drives the development of its managed account technology. The firm prioritizes understanding the unique needs of its clients, ensuring that their solutions are tailored to improve efficiency and client satisfaction.

This approach not only enhances the user experience but also fosters long-term relationships with financial advisors and their clients. By continuously refining their offerings based on feedback and market trends, SMArtX positions itself as a leader in the managed account space.