SMArtX Advisory Solutions Expands Manager Marketplace with 4 New Strategies from Three Leading Asset Management Firms - DEV

New Strategies Are Added to the SMArtX Platform

WEST PALM BEACH, Fla., June 10, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 4 new strategies from three leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,532 strategies from 319 distinguished asset management firms.

Day Hagan Asset Management, Loomis Sayles & Company, and WCM Investment Management expanded their current offerings to respectively include defined outcome, core equity, long/short growth equity, and global growth.

The full list of new strategies includes:

Day Hagan Asset Management

- Defined Outcome
- Smart Core Equity
Loomis Sayles & Company
- Long/Short Growth Equity
WCM Investment Management
- Select Global Growth (SGG)

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said “As the second quarter wraps up, we’re excited about the continued expansion of our Manager Marketplace, bringing aboard even more strategies from respected asset managers. This ongoing growth is all about creating more opportunities, enabling asset managers to differentiate offerings, and helping advisors build portfolios tailored to their clients’ needs. We’re looking forward to carrying this positive momentum into the third quarter!”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning provider of unified managed accounts (UMA) technology, delivering an API-first, cloud-native platform built on a modular, microservices architecture. This flexible design allows firms to configure solutions to meet their unique needs.

Serving institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians, SMArtX offers scalable solutions for managed account trading, client account billing, and investment product distribution. SMArtX’s technology solutions enhance operational efficiency by automating workflows and simplifying daily client account management.

SMArtX also licenses its proprietary technology to enterprise firms seeking to build, configure, or modernize their managed accounts infrastructure. Whether deployed as a standalone solution or integrated into an existing system, SMArtX empowers firms with innovative technology to optimize operations and drive growth.

As a trusted partner to RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX delivers scalable solutions that enhance efficiency and support business success.

SOURCE SMArtX Advisory Solutions

Overview of New Investment Strategies

The addition of four new investment strategies enhances the diversity and potential of the SMArtX Manager Marketplace. These strategies, sourced from reputable asset management firms, are designed to meet the evolving needs of financial advisors and their clients.

Each strategy—defined outcome, core equity, long/short growth equity, and global growth—offers unique investment approaches that can cater to various risk appetites and market conditions. This expansion not only strengthens SMArtX's offerings but also positions it as a competitive player in the managed accounts technology space.

Benefits of the SMArtX Manager Marketplace

The SMArtX Manager Marketplace provides financial advisors with access to a wide range of investment strategies, enabling them to tailor portfolios that align with their clients' goals. The platform's user-friendly interface allows for efficient strategy selection and management.

By leveraging advanced technology, SMArtX streamlines the investment process, allowing advisors to focus more on client relationships and less on administrative tasks. This efficiency can lead to improved client satisfaction and retention, ultimately driving business growth.

Partnerships with Leading Asset Management Firms

SMArtX collaborates with industry-leading asset management firms to curate a selection of investment strategies that are both innovative and effective. These partnerships ensure that advisors have access to top-tier investment options that can enhance their service offerings.

Firms like Day Hagan Asset Management, Loomis Sayles & Company, and WCM Investment Management bring expertise and credibility to the SMArtX platform, allowing advisors to confidently recommend strategies that are backed by robust research and performance history.

Future Developments in the SMArtX Platform

Looking ahead, SMArtX is committed to continually evolving its platform to meet the needs of financial advisors and their clients. Future developments may include the introduction of additional investment strategies, enhanced analytical tools, and integration with emerging technologies.

By staying at the forefront of managed accounts technology, SMArtX aims to provide financial advisors with the resources they need to succeed in a competitive landscape. This commitment to innovation is essential for maintaining relevance and delivering value in the investment advisory space.