SMArtX Advisory Solutions Expands Manager Marketplace
New investment products and fund research are available on the Manager Marketplace.
SMArtX Advisory Solutions, a prominent innovator in managed accounts technology, has recently announced the addition of fresh investment strategies from 22 top-tier asset management firms to its Manager Marketplace. This expansion brings the total partnerships to 388 distinguished asset management firms, presenting an impressive array of 2,668 investment strategies. The enhancements also include research insights into 39 individually listed mutual funds, ETFs, and ticker-traded alternatives.
According to Hunter Hager, Head of Asset Manager Solutions at SMArtX, "These new products will provide advisors with a well-rounded marketplace tailored to meet their diverse needs. We are excited to kick off this year with such valuable offerings for financial professionals."
Exciting New Strategies Offering
The newly incorporated strategies available in the Manager Marketplace reflect a rich variety of options for asset managers and their clients. Here’s a quick overview of the firms contributing to the enhanced portfolio:
New Strategies from EFG Asset Management
EFG Asset Management has introduced two promising strategies:
- EFG New Capital US Large Cap Growth
- EFG New Capital Concentrated Mid Cap Growth
Diverse Options from Ninety One
Ninety One offers:
- Global Franchise ADR
- International Franchise ADR
Innovations from PGIM Custom Harvest
PGIM presents:
- U.S. Equity Plus
- U.S. Equity Plus 50% Hedged
Strategies from Zacks Investment Management
Additionally, Zacks Investment Management has:
- All Equity Strategy
Thorough Fund Research Made Available
SMArtX is also enhancing its research offerings with several new fund profiles that advisors can explore. This enables them to make informed investment decisions and tailor portfolios accordingly. Listed below are a few highlights from various management firms:
Highlights from Advisors Asset Management, Inc.
- AAM SLC Low Duration Income ETF - LODI
- AAM/HIMCO Short Duration Fund Class I - ASDIX
Critical Options from ARS Investment Partners
- ARS Core Equity Portfolio ETF - ACEP
- ARS Focused Opportunities Strategy ETF - AFOS
Innovations by Bitwise Asset Management
- Bitcoin ETF - BITB
- Crypto Industry Innovators ETF - BITQ
Strong Offerings from Direxion
- Auspice Broad Commodity Strategy ETF - COM
Unique Products from Kensington Asset Management
- Hedged Premium Income ETF - KHPI
Why Partner with SMArtX Advisory Solutions?
With its award-winning UMA technology, SMArtX Advisory Solutions continues to lead the charge in financial technology. Designed with an API-first approach, this cloud-native platform is built on a modular, microservices architecture. It serves diverse clients, including RIAs, asset managers, custodians, and FinTech firms by streamlining trading, billing, and investment distribution processes.
The scalable technology provided by SMArtX not only optimizes operations but also drives growth and significantly modernizes the managed accounts infrastructure, which is essential for competitive operations in the financial sector.
Frequently Asked Questions
What is SMArtX Advisory Solutions?
SMArtX Advisory Solutions is a leader in managed accounts technology, offering innovative solutions for investment management.
How many asset management firms are involved?
SMArtX partners with 388 distinguished asset management firms.
What types of strategies are available on the Manager Marketplace?
The marketplace offers a wide range of 2,668 investment strategies across various asset classes.
Can advisors access fund research?
Yes, advisors can research 39 individually listed mutual funds, ETFs, and ticker-traded alternatives.
How does SMArtX enhance managed accounts technology?
SMArtX automates trading, billing, and investment distribution, optimizing operations with an efficient, cloud-native platform.
