SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms - DEV

American Drive Model Portfolios and Cohen & Steers Join the SMArtX Platform

WEST PALM BEACH, Fla., August 8, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its rapidly expanding Model Marketplace. SMArtX’s cutting-edge platform now offers 1,505 strategies from over 300 distinguished asset management firms.

Joining the platform are newcomers American Drive Model Portfolios introducing actively managed ETF portfolios, and Cohen & Steers launching fixed income and real estate strategies. Existing partners Alpha Vee Solutions and Invesco Advisers have also expanded their offerings with new strategies focusing on equity, fixed income, and tax-optimization.

The full list of new strategies includes:

Alpha Vee Solutions
- Focused Growth
- Risk Managed Mid Cap Model
American Drive Model Portfolios
- Actively Managed ETF Gear 1
- Actively Managed ETF Gear 2
- Actively Managed ETF Gear 3
- Actively Managed ETF Gear 4
- Actively Managed ETF Gear 5
Cohen & Steers
- Institutional & Exchange Traded Preferreds
- U.S. Realty Total Return
Invesco Advisers
- Enhanced Tax-Optimized Large Cap Equity SMA
- Investment Grade Floating Rate Bond SMA
- Investment Grade Government-Credit Enhanced Cash SMA
- Investment Grade Government-Credit Intermediate Term SMA
- Investment Grade Taxable Enhanced Cash SMA
- S&P 500® Equal Weight Tax-Optimized SMA
- Tax-Aware Enhanced Cash SMA
- Tax-Aware Intermediate Term SMA
- Tax-Free Intermediate Term SMA
- Tax-Free Limited Term SMA
- Tax-Optimized Broad International ADR SMA
- Tax-Optimized Large Cap Equity SMA
- QQQ™ Tax-Optimized SMA

Jon Pincus, Chief Executive Officer of SMArtX, stated, “SMArtX is dedicated to continuing to expand our manager marketplace with respected firms that cater to the evolving needs of our clients. This expansion highlights our best-in-class distribution platform that helps managers accelerate growth and improve access to their strategies.”

Overview of New Investment Strategies

The recent expansion of the SMArtX Model Marketplace introduces a diverse array of 22 new investment strategies, catering to various investor needs and preferences. These strategies are designed to enhance portfolio performance and align with the evolving market dynamics, providing financial advisors with innovative options for their clients.

Among the newly added strategies are focused growth models and actively managed ETFs, which emphasize risk management and tax optimization. This variety ensures that advisors can tailor their offerings to meet specific client goals, whether they are seeking aggressive growth or more conservative, income-generating investments.

Benefits of the SMArtX Platform

The SMArtX platform offers financial advisors a unique advantage through its modular solutions, which streamline investment operations and enhance client engagement. By integrating various strategies into a single platform, advisors can efficiently manage client portfolios and respond swiftly to market changes.

Additionally, SMArtX’s user-friendly interface and robust analytics tools empower advisors to make informed decisions, ultimately improving operational efficiency. This capability is crucial for advisors looking to differentiate themselves in a competitive landscape and provide exceptional service to their clients.

Partnerships with Leading Asset Management Firms

The inclusion of strategies from respected firms like American Drive Model Portfolios and Cohen & Steers underscores SMArtX's commitment to partnering with industry leaders. These collaborations not only enhance the platform's credibility but also ensure a broad spectrum of investment options for advisors.

By aligning with top-tier asset management firms, SMArtX provides advisors access to high-quality, diverse strategies that are rigorously managed. This partnership model is pivotal for advisors aiming to deliver superior investment solutions that meet the sophisticated demands of their clients.

Future Developments and Strategic Goals

Looking ahead, SMArtX Advisory Solutions is focused on continuous innovation and expansion of its Model Marketplace. The company aims to regularly introduce new strategies that reflect the latest market trends and investor preferences, ensuring that advisors have the tools necessary to succeed.

As part of its strategic goals, SMArtX is committed to enhancing its technology infrastructure, which will further streamline the investment process for advisors. This proactive approach positions SMArtX as a forward-thinking leader in the managed accounts space, dedicated to meeting the evolving needs of financial professionals.