SMArtX Launches BlackRock's Advisor Center on Platform - DEV

WEST PALM BEACH, Fla., March 24, 2025 /PRNewswire/ — SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective.

“We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP of Asset Manager Solutions. “This is a win for qualifying asset managers by expanding distribution opportunities while equipping advisors with deeper risk and tax insights to strengthen portfolio management.”

Key Benefits of the Partnership:

Premier Risk & Performance Analysis – Evaluate portfolios, analyze funds, identify potential areas of risk, and consider the potential impact of taxes. Highlight the impact for clients and prospects by pairing these insights with straightforward, ready-to-share reports.
Tax Evaluator – Monitor estimated capital gains distributions and identify potential tax loss harvesting opportunities across 7000+ funds to help facilitate strategic portfolio decisions and minimize tax impacts for clients.
Investment Solutions to Reach Specific Client Goals – Explore BlackRock and select Third Party Asset Manager models focused on helping design portfolios to serve unique client needs.

This integration is part of SMArtX’s commitment to continuously enhance the platform and provide both asset managers and advisors with the tools needed to improve portfolio transparency, client engagement, and investment making decisions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.

SOURCE SMArtX Advisory Solutions

Key Features of BlackRock’s Advisor Center

BlackRock’s Advisor Center offers a suite of features designed to enhance the investment management process for advisors. These features include advanced analytics tools, customizable dashboards, and access to a wide range of investment strategies that cater to various client needs.

For instance, the platform provides real-time data on market trends and portfolio performance, allowing advisors to make informed decisions swiftly. Additionally, the integration of Aladdin® technology ensures that users benefit from robust risk assessment capabilities, enabling them to manage client portfolios more effectively.

Benefits of Integrating BlackRock’s Advisor Center with SMArtX

The integration of BlackRock’s Advisor Center with the SMArtX platform brings numerous benefits to asset managers and advisors. This partnership enhances the overall user experience by providing seamless access to essential tools and insights that drive business growth.

Moreover, users can leverage enhanced risk and tax insights, which are critical for optimizing portfolio management. By utilizing these insights, advisors can better address client needs and improve investment outcomes, ultimately leading to higher client satisfaction and retention rates.

How SMArtX Supports Asset Managers

SMArtX Advisory Solutions plays a pivotal role in supporting asset managers through its innovative platform. By offering a cloud-native, modular approach, SMArtX enables asset managers to streamline their operations and focus on delivering value to their clients.

Additionally, the platform’s scalable solutions allow asset managers to adapt to changing market conditions and client demands. This flexibility is essential for maintaining a competitive edge in the ever-evolving financial landscape, ensuring that asset managers can efficiently manage their portfolios and client relationships.

Future Developments in SMArtX and BlackRock Collaboration

The collaboration between SMArtX and BlackRock is set to evolve, with plans for future enhancements aimed at further improving the user experience. Ongoing development efforts will focus on integrating more advanced features and tools that cater to the evolving needs of asset managers and advisors.

As the financial industry continues to embrace technology, both companies are committed to innovating their offerings. This commitment ensures that users will benefit from cutting-edge solutions that enhance operational efficiency and investment performance in the coming years.