SMArtX Advisory Solutions Enhances Marketplace with New Strategies
SMArtX Advisory Solutions Expands Its Manager Marketplace
SMArtX Advisory Solutions is renowned as a pioneer in managed accounts technology, continuously evolving to meet the needs of financial professionals. Recently, the firm made headlines by introducing five innovative strategies from four prominent asset management firms within its Manager Marketplace. This move not only expands the options available to advisors but also reinforces SMArtX's commitment to offering exceptional value to its users.
Diverse New Strategies
The newly added strategies encompass a diverse range that caters to varying investor needs. Among the fresh offerings is an options strategy by Convexitas, which presents alternative investment avenues for advisors looking to diversify their portfolios. Additionally, esteemed names such as John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments have expanded their existing strategies to include an array of opportunities like the all cap core and small cap core funds.
Comprehensive Strategy Offerings
SMArtX's ever-growing platform now features a total of 1,561 strategies sourced from 320 distinguished asset management firms. This impressive pool showcases the breadth of investment strategies available, empowering advisors with options to better serve their clients. Here are the full details of the new strategies:
- Convexitas
- Tail Liquidity
- John Hancock Investment Management
- Fundamental All Cap Core
- U.S. Small Cap Core
- Nuveen Asset Management
- International Value ADR
- ZEGA Investments
- Four Seasons Moderate Aggressive
Empowering Financial Advisors
Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, emphasized that the introduction of these strategies is about more than just expanding investment choices. He noted that it serves to provide financial advisors with a dynamic toolkit, enabling them to enhance their practice and deliver unique value to each client they serve. By integrating these new strategies, advisors can better cater to the diverse needs of their clientele.
About SMArtX Advisory Solutions
Established as a leader in the realm of unified managed accounts (UMA) technology, SMArtX Advisory Solutions has engineered a cloud-native platform characterized by its modular, microservices architecture. This innovative design facilitates firms in tailoring their solutions to fit specific requirements, thus making it a robust platform for managed accounting technology.
SMArtX extends its services to a variety of financial entities, including institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians. Their solutions are not just scalable for managed account trading and client account billing; they also streamline the investment product distribution process. By automating workflows and simplifying daily management, SMArtX significantly enhances operational efficiency.
Furthermore, the company offers its proprietary technology to enterprise firms that seek to build, configure, or modernize their managed accounts framework. Whether utilized as a standalone solution or integrated into an existing system, SMArtX equips firms with cutting-edge tools to refine operations and stimulate growth.
As a valued partner to a diverse clientele—including RIAs, broker-dealers, asset managers, custodians, and fintech firms—SMArtX is dedicated to providing scalable solutions that amplify efficiency and foster business success.
Frequently Asked Questions
What new strategies has SMArtX added?
SMArtX has added five new strategies, including options and various core investment options from leading firms.
Who are the asset management firms involved?
The new strategies come from Convexitas, John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments.
How many strategies does SMArtX's platform now offer?
SMArtX's platform now includes a total of 1,561 strategies from 320 distinct asset management firms.
What is the mission of SMArtX Advisory Solutions?
SMArtX aims to empower financial advisors by providing innovative and customizable managed account solutions that enhance operational efficiency.
Who can benefit from SMArtX’s services?
The services are tailored for institutional asset managers, registered investment advisors, and financial technology firms among others, helping them optimize their operations.
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