SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms - DEV

Mondrian Investment Partners Limited and Sound Income Strategies Join the SMArtX Platform

WEST PALM BEACH, Fla., June 6, 2024 –– SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 29 strategies offered by seven leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,475 strategies from over 300 distinguished asset management firms.

Newcomers Mondrian Investment Partners Limited and Sound Income Strategies now offer equity and fixed income strategies. Meanwhile, existing partners Allspring Global Investments, BlackRock, OneAscent Investment Solutions, Russell Investment Management, and WisdomTree added strategies focusing on a range of themes including equity, allocation, fixed income, and indexing.

The full list of new strategies includes:

Allspring Global Investments
- CoreBuilder Muni Income
- Corporate Ladder (1-10 years)
- Corporate Ladder (1-5 years)
- Municipal Ladder (1-10 years)
- Municipal Ladder (1-20 years)
- Municipal Ladder (1-7 years)
- Treasury Ladder (0-1 year)
- Treasury Ladder (0-2 years)
- Treasury Ladder (0-6 Months)
- Treasury Ladder (1-10 years)
- Treasury Ladder (1-5 years)
BlackRock
- Target Allocation ESG ETF – 20/80
- Target Allocation ESG ETF – Fixed Income
Mondrian Investment Partners Limited
- International Equity ADR
OneAscent Investment Solutions
- Large Cap Index
Russell Investment Management
- Personalized 60/40 Core Allocation SMA
- Personalized 60/40 DI Core Allocation SMA
- Personalized 70/30 Core Allocation SMA
- Personalized 70/30 DI Core Allocation SMA
- Personalized Municipal Ladder 1–10 Year SMA
- Personalized Municipal Ladder 1–5 Year SMA
- Personalized Treasury Ladder 1–10 Year SMA
- Personalized Treasury Ladder 1–5 Year SMA
Sound Income Strategies
- Core
- Core Plus
- Dividend River
- Income Plus
- Total Return
WisdomTree
- Siegel-WisdomTree Moderate

Brad Haag, Executive Vice President of SMArtX, stated, “At SMArtX, we are continuously expanding our comprehensive and diverse manager marketplace to fit the specific needs of our clients. We are pleased to introduce these new strategies on our platform, which reflects our goal to provide clients with a wide range of solutions from well-respected managers in the industry.”

Overview of New Investment Strategies

The addition of 29 new strategies to the SMArtX platform showcases a significant enhancement in investment options for financial advisors and asset managers. These strategies are designed to meet diverse client needs, ranging from conservative to aggressive investment profiles.

Among the new offerings are strategies from renowned firms such as Allspring Global Investments and BlackRock, which include innovative approaches like ESG-focused allocations and specialized fixed-income ladders. This expansion not only enriches the model marketplace but also emphasizes SMArtX's commitment to providing a comprehensive suite of investment solutions.

Benefits of Using SMArtX's Model Marketplace

Utilizing SMArtX's model marketplace allows financial advisors to streamline their investment processes while offering clients a wider array of choices. The platform's focus on unified managed accounts (UMA) technology simplifies portfolio management, making it easier for advisors to tailor strategies to individual client needs.

Moreover, the integration of multiple asset management firms into a single platform enhances efficiency and reduces the time spent on research and selection. Advisors can leverage these diverse strategies to optimize client portfolios, ensuring that they remain competitive in a rapidly evolving market.

Key Features of the SMArtX Platform

The SMArtX platform is designed with user experience in mind, featuring intuitive navigation and robust analytical tools. Advisors can easily access detailed information about each strategy, including performance metrics and risk assessments, which aids in informed decision-making.

Additionally, the platform supports seamless integration with existing financial systems, allowing for efficient management of client accounts. The combination of advanced technology and comprehensive resources positions SMArtX as a leader in the UMA space, catering to the needs of modern financial advisors.

Future Developments and Enhancements

SMArtX is committed to continuous improvement and innovation within its model marketplace. Future developments may include the introduction of more advanced investment strategies and enhanced analytical tools to further assist financial advisors in optimizing their offerings.

By staying attuned to market trends and client feedback, SMArtX aims to expand its capabilities and maintain its reputation as a forward-thinking platform. This proactive approach ensures that advisors have access to the latest investment solutions and technology, positioning them for success in a competitive landscape.