SMArtX Advisory Solutions Launches New Investment Strategies

SMArtX Advisory Solutions Unveils New Investment Strategies

RSW Investments Joins the SMArtX Platform

SMArtX Advisory Solutions, a prominent innovator in the managed accounts technology sector, has unveiled exciting new offerings to its Manager Marketplace. The platform now showcases a total of 1,566 strategies sourced from 322 respected asset management firms. The recent update includes seven fresh strategies contributed by four leading asset management firms.

Among the newly introduced strategies, RSW Investments has rolled out a noteworthy market duration strategy. Renowned firms including J.P. Morgan Asset Management, KraneShares, and ZEGA Investments have expanded their portfolios. Each has introduced unique strategies such as equity income, global strategic allocation, and ETF income, enhancing the options available to advisors.

Exploring New Strategies Offered

The introduction of these new strategies represents a dynamic shift in investment options for advisors. The full array of new strategies includes:

J.P. Morgan Asset Management: Equity Income

KraneShares:

• Strategic Wealth Balanced
• Strategic Wealth Cautious
• Strategic Wealth Conservative
• Strategic Wealth Growth

RSW Investments: Market Duration

ZEGA Investments: ETF Dividend Max

Enhanced Options for Advisors

Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm about the expansion, stating, "The SMArtX Manager Marketplace continues to evolve, providing advisors with an ever-growing list of investment options to create personalized portfolios for their clients. This growth allows us to support the increasing demand from clients asking for more solutions across the platform." This evolution not only demonstrates SMArtX's commitment to enhancing the advisor experience but also showcases its dedication to meeting the diverse needs of clients.

About SMArtX Advisory Solutions

Founded as a leader in managed account solutions, SMArtX Advisory Solutions offers an award-winning unified managed accounts technology. The company has built a comprehensive platform that is API-first and cloud-native, constructed on a modular, microservices architecture. This approach allows financial firms to customize solutions tailored to their specific demands.

SMArtX caters to a wide array of users, including institutional asset managers, registered investment advisors (RIAs), FinTech firms, and custodians. Their scalable solutions cover managed account trading, client account billing, and investment product distribution, enhancing overall operational efficiency. Through the automation of workflows, SMArtX simplifies daily client account management, streamlining processes for its partners.

Additionally, SMArtX licenses its proprietary technology to larger enterprise firms, seeking to develop, customize, or modernize their managed accounts infrastructure. Whether being utilized on its own or integrated with existing systems, SMArtX equips these firms with innovative technology aimed at optimizing operations and fostering growth.

As a reliable partner for RIAs, broker-dealers, asset managers, custodians, and FinTech organizations, SMArtX delivers solutions that boost efficiency and drive successful business outcomes.

Frequently Asked Questions

What new strategies were added to the SMArtX platform?

The new strategies include market duration from RSW Investments, equity income from J.P. Morgan Asset Management, and several offerings from KraneShares and ZEGA Investments.

How many total strategies does SMArtX now offer?

SMArtX now offers a total of 1,566 strategies from 322 distinguished asset management firms.

What technology does SMArtX provide?

SMArtX provides unified managed accounts technology, designed to enhance operational efficiency and streamline investment processes for advisors.

Who are the primary users of SMArtX's solutions?

The primary users include institutional asset managers, registered investment advisors, financial technology companies, and custodians.

What is the significance of the new strategies for financial advisors?

The new strategies provide financial advisors with more options to customize portfolios for their clients, thus addressing the increasing demand for diverse investment solutions.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

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