SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales - DEV

Industry Veteran Will Focus Firm Efforts on Delivering its Enterprise Managed Accounts Technology

WEST PALM BEACH, Fla., September 6, 2023 — 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 appointment of David Pologe as the company’s new Executive Vice President of Sales. Mr. Pologe brings a deep history of sales experience from his previous experience at AssetMark and UBS Global Asset Management to help lead the SMArtX sales effort and specifically maximize opportunities in enterprise managed accounts channels. David will report directly to the new CEO of SMArtX, Jonathan Pincus.

David Pologe comes to SMArtX Advisory Solutions with a distinguished career spanning over three decades, during which he has consistently demonstrated his prowess in sales leadership and strategic planning. His deep understanding of the financial industry, combined with a proven track record of driving growth, make him an invaluable addition to the SMArtX team.

“I am excited to join the SMArtX Advisory Solutions team and contribute to the company’s ongoing success,” said David Pologe. “SMArtX has already established itself as an innovative force in the financial technology space, and I am eager to work alongside the talented team to further elevate our offerings and expand our market reach.”

In his new role as Executive Vice President of Sales, Mr. Pologe’s primary focus will be to lead the sales team, streamline the sales process, and drive enterprise growth. His strategic vision and deep understanding of the industry landscape will play a pivotal role in shaping SMArtX’s future sales initiatives. Mr. Pologe’s expertise will also be instrumental in building out the enterprise sales channel, aligning with SMArtX’s commitment to providing clients with cutting-edge solutions tailored to their specific needs.

“We are delighted to welcome David Pologe to SMArtX Advisory Solutions as our Executive Vice President of Sales,” said Jonathan Pincus, CEO. “David’s exceptional background and industry insight will undoubtedly strengthen our position in the market and help us achieve our growth objectives. His strategic acumen and leadership skills will be invaluable as we continue to drive innovation and excellence in the financial technology sector.”

The appointment of David Pologe reflects SMArtX Advisory Solutions’ dedication to assembling a team of industry experts to deliver unparalleled solutions and services to its clients.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified 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. Learn more at www.smartxadvisory.com

David Pologe's Vision for Sales Growth

In his new role as Executive Vice President of Sales, David Pologe aims to implement strategic initiatives that will drive significant growth for SMArtX Advisory Solutions. His extensive background in financial services equips him with the insights needed to enhance the company's sales processes and expand its market presence.

Pologe's approach will focus on leveraging data-driven strategies to identify new opportunities and refine existing sales tactics. By fostering a collaborative environment within the sales team, he intends to ensure that all team members are aligned with the company's goals of innovation and client satisfaction.

Innovations in Unified Managed Accounts Technology

SMArtX Advisory Solutions is at the forefront of transforming investment operations through its advanced unified managed accounts (UMA) technology. This innovative approach allows advisors to offer customized solutions that cater to the unique needs of their clients, thereby enhancing overall investment performance.

The company's API-first, cloud-native platform exemplifies its commitment to cutting-edge technology. With a modular architecture, SMArtX enables firms to easily integrate and manage various investment strategies, streamlining trading, billing, and distribution processes for optimal efficiency.

Impact of Leadership Changes on Company Strategy

The appointment of David Pologe as Executive Vice President of Sales marks a pivotal moment for SMArtX Advisory Solutions as it seeks to refine its strategic direction. Leadership changes often bring fresh perspectives that can invigorate a company's approach to market challenges and opportunities.

Under Pologe's guidance, the sales team is expected to adopt innovative sales methodologies and improve client engagement strategies. This shift not only aims to enhance revenue but also to solidify SMArtX's reputation as a leader in the financial technology landscape.

Client-Centric Solutions at SMArtX Advisory Solutions

At the heart of SMArtX Advisory Solutions' philosophy is a commitment to delivering client-centric solutions that address the evolving needs of financial advisors. The company’s technology is designed to empower advisors by providing them with the tools necessary to manage client portfolios effectively.

By continuously enhancing its offerings, SMArtX ensures that advisors can deliver superior service to their clients. This dedication to client success is reflected in the company’s ongoing innovations and the strategic direction set forth by its leadership team.