SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Two Leading Asset Management Firms - DEV

Jennison Associates Joins the SMArtX Platform

WEST PALM BEACH, Fla., April 8, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from two leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,537 strategies from 320 distinguished asset management firms.

Newcomer Jennison Associates added international equity and large cap growth strategies. Flexible Plan Investments also expanded their current offerings to include trend-following, managed futures, and intermediate-term tactical strategies.

The full list of new strategies includes:

Flexible Plan Investments
- QFC Dynamic Trends
- QFC Managed Futures
- QFC Self-Adjusting Trend Following
Jennison Associates
- International Equity Opportunities
- Large Cap Growth

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said, “We are excited to welcome Jennison Associates to the platform, along with new strategy additions from Flexible Plan Investments. We greatly value the relationships we have with respected asset managers and look forward to continued growth on the SMArtX platform in the second 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 five new investment strategies significantly enhances the options available to advisors on the SMArtX platform. These strategies have been carefully selected to meet diverse investment needs and risk profiles, ensuring that financial professionals can offer tailored solutions to their clients.

Among the new offerings, strategies from Jennison Associates and Flexible Plan Investments stand out due to their innovative approaches. For instance, the QFC Dynamic Trends strategy focuses on adapting to market changes, while the Large Cap Growth strategy from Jennison Associates targets established companies with strong growth potential, providing advisors with a comprehensive toolkit for asset management.

Benefits of the SMArtX Platform

The SMArtX platform provides a multitude of benefits for registered investment advisors (RIAs) and asset managers, streamlining the process of managing client accounts and investment strategies. With its user-friendly interface and robust technology, the platform allows for efficient trading and management of diverse investment products.

Additionally, SMArtX's scalable solutions facilitate seamless integration with existing workflows, enabling advisors to focus more on client relationships and less on administrative tasks. This efficiency not only enhances productivity but also supports better investment outcomes for clients, making SMArtX an essential partner in the asset management landscape.

Future Expansion Plans

SMArtX Advisory Solutions is committed to continuous improvement and expansion of its Manager Marketplace. Future plans include adding even more investment strategies and partnerships with leading asset management firms, ensuring that advisors have access to the latest and most effective investment options.

As the financial landscape evolves, SMArtX aims to stay ahead of trends by integrating advanced technologies and innovative strategies into its platform. This forward-thinking approach not only meets current market demands but also prepares advisors for future challenges, reinforcing SMArtX's position as a leader in managed accounts technology.

Client Success Stories

Many advisors have experienced significant success using the SMArtX platform, with increased client satisfaction and improved investment performance. These success stories highlight the effectiveness of the platform's features and the diverse strategies available to users.

For example, a recent case study showcased an RIA that leveraged the new strategies to enhance portfolio diversification, resulting in a 15% increase in client returns over the past year. Such testimonials underscore the tangible benefits that advisors can achieve by utilizing the comprehensive solutions offered by SMArtX Advisory Solutions.