SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies - DEV

Blue Sky Asset Management, ST Capital, and Stansberry Asset Management Join the SMArtX TAMP Platform

WEST PALM BEACH, Fla., July 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 it has added 15 strategies to its managed accounts platform, with Blue Sky Asset Management, ST Capital, and Stansberry Asset Management joining the SMArtX model marketplace. The platform now features 1,232 strategies from 294 asset management firms.

Blue Sky Asset Management added 3 of its Genfolio model portfolios, designed for active multi-asset allocation exposure, and ST Capital added its mid-cap value model portfolio. Stansberry Asset Management added 7 strategies that collectively target a wide range of exposures across market capitalization and asset classes.

The SMArtX platform also welcomes 4 additional strategies from existing asset management firms Argent Capital Management, Miller/Howard Investments, Scarecrow, and T. Rowe Price Associates, Inc. These firms continue to deepen their presence on the platform as SMArtX continues to expand its scope within the managed accounts industry.

“Our priority has always been to empower investors with the tools and resources they need to make informed investment decisions,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “With this expansion, we are further democratizing access to innovative financial solutions, enabling our clients to stay ahead in an ever-evolving market.”

The full list of new strategies includes:

Argent Capital Management
- SMID Cap Strategy
Blue Sky Asset Management
- Genfolio Dynamic Asset Allocation
- Genfolio Dynamic Asset Allocation Plus
- Genfolio Dynamic Fixed Income
Miller/Howard Investments
- Small Cap Dividend
Scarecrow
- High 5
ST Capital
- Mid Cap Value
Stansberry Asset Management (SAM)
- All Weather
- Cornerstone
- Forever Portfolio
- Gold
- Income
- Total Alpha
- Venture Growth
T. Rowe Price Associates, Inc.
- International Disciplined Equity

SMArtX’s continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

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. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com

New Investment Strategies Overview

The integration of 15 new investment strategies marks a significant enhancement to the SMArtX managed accounts platform, providing advisors with diverse options to cater to their clients' unique financial needs. These strategies encompass a range of asset classes and investment approaches, ensuring that advisors can tailor their offerings to meet evolving market conditions.

Among the newly added strategies are innovative solutions from reputable asset management firms, including Blue Sky Asset Management and T. Rowe Price Associates. For instance, the Argent Capital Management SMID Cap Strategy focuses on small to mid-sized companies, while the Stansberry Asset Management All Weather Cornerstone Forever Portfolio provides a balanced approach to asset allocation, designed to perform well in various market environments.

Partnerships with Leading Asset Management Firms

SMArtX's expansion is made possible through strategic partnerships with leading asset management firms, which enhance the platform's credibility and the quality of investment strategies offered. Collaborating with established firms allows SMArtX to leverage their expertise and innovative products, providing advisors with trusted options.

Notable partners like ST Capital and Miller/Howard Investments contribute specialized strategies that cater to specific investment goals, such as income generation and value investing. This collaboration not only broadens the investment landscape for advisors but also reinforces SMArtX's commitment to delivering cutting-edge financial solutions.

Benefits of SMArtX's Unified Managed Accounts

Unified Managed Accounts (UMAs) offer a streamlined approach to investment management, allowing advisors to consolidate multiple strategies within a single account. This integration simplifies the investment process, making it easier for advisors to manage client portfolios effectively.

Additionally, SMArtX's UMA technology is designed to enhance operational efficiency through automated processes and advanced reporting capabilities. By utilizing APIs, advisors can customize their investment strategies and deliver tailored solutions that align with their clients' investment objectives, ultimately improving client satisfaction and retention.

Future Innovations and Enhancements

As part of its commitment to continuous improvement, SMArtX is focused on future innovations that will further enhance its managed accounts platform. This includes exploring new technologies and investment strategies that can provide advisors with even greater flexibility and performance.

Looking ahead, SMArtX plans to expand its model marketplace by incorporating additional asset management partners and innovative strategies. This proactive approach ensures that advisors have access to the latest financial products and solutions, positioning them to succeed in an increasingly competitive market.