SMArtX Advisory Solutions Introduces New Investment Strategies
SMArtX Advisory Solutions, a prominent player in managed accounts technology, has significantly broadened its Manager Marketplace with the addition of 12 new strategies from seven esteemed asset management firms. This expansion underscores SMArtX’s commitment to providing a diverse range of options for advisors and their clients.
Expanded Offerings in the Manager Marketplace
With this latest enhancement, SMArtX’s platform now features an impressive total of 1,514 strategies offered by 318 distinguished firms. The integration of new strategies adds depth to the existing menu, empowering advisors to tailor their investment solutions more effectively.
Newcomers and Their Strategies
The newly introduced firms include Bernzott Capital Advisors, Brooklyn Investment Group, Crawford Investment Counsel, Private Capital Management, and Victoria Capital Management. Each firm brings unique strategies that cater to various investment preferences, including small-cap value, tax-advantaged equities, and fixed income. Furthermore, established players like Invesco Advisers and JAG Capital Management have also enhanced their portfolios with high-yield corporate bond options and small to mid-cap growth strategies, respectively.
Strategic Offerings Overview
Here's a summary of the new strategies integrated into the SMArtX platform:
- Bernzott Capital Advisors: US Small Cap Value
- Brooklyn Investment Group: Tax Advantaged Equity, Tax Advantaged Balanced (Equities & Municipal Bond Ladders), Tax Advantaged Balanced (Equities & Active Municipal Bond Strategies)
- Crawford Investment Counsel: Dividend Yield, Small Cap
- Invesco Advisers: BulletShares High Yield Corporate 0-3 Year Portfolio, BulletShares High Yield Corporate 0-5 Year Portfolio, BulletShares High Yield Corporate 0-7 Year Portfolio
- JAG Capital Management: Small Mid Cap Growth
- Private Capital Management: Harmonic Equity Income Plus
- Victoria Capital Management: Thematic Growth Equity
Industry Response and Significance
Brad Haag, Executive Vice President of Manager Solutions at SMArtX, expressed excitement regarding these new additions, emphasizing their positive impact as the platform kicks off a robust fourth quarter. With a richer variety of offerings, SMArtX aims to equip advisors with necessary tools for meeting the diverse needs of their clientele.
Why This Matters for Advisors
The expanded strategies not only enhance the product offerings but also simplify the decision-making process for advisors. By providing access to a vast range of strategies, SMArtX empowers advisors to align investments more closely with their clients' financial goals and risk tolerance levels.
About SMArtX Advisory Solutions
As an award-winning managed accounts technology provider, SMArtX Advisory Solutions stands out as a pioneer with its turnkey asset management platform (TAMP). Utilizing an API-first, cloud-native architecture, SMArtX delivers customized solutions suited for various client specifications. Advisors benefit from an array of investment products, automated processes, and streamlined task management to foster efficiency. The platform serves a wide range of users, including registered investment advisors, broker-dealers, asset managers, custodians, and financial technology firms.
Frequently Asked Questions
What is SMArtX Advisory Solutions?
SMArtX Advisory Solutions is a key provider in managed accounts technology that supports financial advisors with a robust asset management platform.
What new strategies have been added?
12 new strategies have been added from firms like Bernzott Capital Advisors, Brooklyn Investment Group, and Crawford Investment Counsel, covering various investment strategies.
How many strategies are now available on SMArtX's platform?
SMArtX now offers a total of 1,514 strategies from 318 different asset management firms.
Who can benefit from these new strategies?
Financial advisors can leverage these new strategies to better serve their clients by offering diverse and tailored investment solutions.
What technology does SMArtX use?
SMArtX utilizes an API-first, cloud-native, modular technology architecture, allowing for customized and efficient asset management solutions.
