SMArtX’s TAMP Introduces 24 New Strategies to its Model Marketplace - DEV

Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform

WEST PALM BEACH, Fla., June 8, 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 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management joining the SMArtX model marketplace. The platform now features 1,219 strategies from 292 asset management firms.

The new firms are adding several distinctive, limited distribution strategies, including Baillie Gifford’s International Alpha ADR and Carrick Lane’s Put Writing strategies. Tom Johnson Investment Management is offering a comprehensive suite of fixed income solutions, while industry heavyweight MFS Investment Management is delivering a mix of six strategies focused on both domestic and international markets.

The SMArtX platform also welcomes 10 strategies from existing asset management firms Broxton Capital Advisors, Madison Investment Advisors, and WisdomTree Asset Management. These firms continue to deepen their presence on the platform as SMArtX continues to expand its scope within the managed accounts industry.

“SMArtX remains steadfast in supplying avenues that provide advisors with access to top-tier asset management firms, as evidenced by our recently announced relationship with TradePMR,” remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. “It is a pleasure to welcome these new firms to our platform and continue to deliver institutional-quality asset management to our clients.”

The full list of new strategies includes:

Baillie Gifford
- International Alpha ADR
Broxton Capital Advisors
- Smart Yield
Carrick Lane
- Put Writing
Madison Investment Advisors
- Large Cap
- Dividend Income
- International Equity ADR
- Mosaic ETF Aggressive
- Mosaic ETF Growth
- Mosaic ETF Moderate Growth
- Mosaic ETF Moderate
- Mosaic ETF Conservative
MFS Investment Management
- Large Cap Value
- Large Cap Growth
- Research International ADR
- Mid Cap Growth
- Research Core
- Equity Income
Tom Johnson Investment Management
- Intermediate Fixed Income
- Fixed Income
- Short Term Investment Portfolio
- Balanced Portfolio
- Core Relative Value
- Diversified Stock Income
WisdomTree Asset Management
- U.S. Factor

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 addition of 24 new strategies to the SMArtX model marketplace significantly enhances the investment options available to financial advisors. These strategies are designed to cater to diverse client needs, providing advisors with innovative ways to optimize client portfolios.

Among the newly introduced strategies, Baillie Gifford’s International Alpha ADR and Carrick Lane’s Put Writing strategies stand out for their unique approaches to investment. Financial advisors can leverage these strategies to enhance returns and manage risk more effectively within their clients' managed accounts.

Partnerships with Leading Asset Management Firms

SMArtX’s collaboration with renowned asset management firms such as Baillie Gifford, MFS Investment Management, and Tom Johnson Investment Management underscores its commitment to providing top-tier investment options. These partnerships enable SMArtX to offer exclusive strategies that are not widely available in the market.

By integrating these partnerships into its model marketplace, SMArtX ensures that advisors have access to a diverse range of investment philosophies and strategies. This diversity allows advisors to tailor their offerings to meet the specific goals and preferences of their clients.

Benefits of Unified Managed Accounts (UMA)

Unified Managed Accounts (UMAs) offer a streamlined approach to investment management, combining various asset classes into a single account. This structure simplifies the investment process for financial advisors, allowing for more efficient portfolio management and reporting.

The SMArtX UMA technology not only enhances operational efficiency but also provides advisors with the flexibility to customize portfolios according to individual client needs. This adaptability is crucial in today’s dynamic investment landscape, where client preferences can change rapidly.

API-First Technology and Its Advantages

SMArtX’s API-first, cloud-native technology is a game changer for financial advisors looking to modernize their investment processes. This architecture allows for seamless integration with existing systems, enabling firms to enhance their operational capabilities without significant overhauls.

With this technology, advisors can automate trading, billing, and distribution processes, ultimately saving time and reducing errors. The modular, micro-services architecture also means that firms can scale their operations more effectively as they grow, ensuring they remain competitive in the evolving financial landscape.