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SMArtX Enhances Managed Accounts with New Strategies

SMArtX Enhances Managed Accounts with New Strategies

SMArtX Advisory Solutions Expands Manager Marketplace

SMArtX Advisory Solutions, a leading innovator in managed accounts technology, has recently announced the addition of two exciting strategies, reflecting its commitment to enhancing its offerings. With these two new strategies, the SMArtX Manager Marketplace now features an impressive total of 1,530 strategies sourced from 319 distinguished asset management firms.

Introduction of New Strategies

The new strategies added to the platform include DSM Capital Partners’ Global Growth Equity strategy and Fidelity Institutional’s newly expanded International Capital Appreciation offering. This introduction demonstrates SMArtX's continued dedication to delivering diverse investment options to its clients.

Details on the New Offerings

DSM Capital Partners’ Global Growth Equity

DSM Capital Partners has introduced its Global Growth Equity strategy, designed to capture opportunities in global equity markets. This strategy aligns with the firm’s strategic approach to identify high-quality growth companies that are positioned to outperform their peers.

Fidelity Institutional’s International Capital Appreciation

Alongside DSM, Fidelity Institutional has broadened its portfolio by integrating the International Capital Appreciation strategy. This strategy aims to provide clients with investment avenues in international equities, focusing on long-term capital appreciation.

SMArtX’s Vision and Commitment

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm regarding these new additions. He stated, "We are thrilled to launch these products from DSM Capital Partners and Fidelity Institutional. SMArtX values the relationships we have with asset managers, and we look forward to continued expansion and opportunities as the year goes on." This sentiment reinforces SMArtX's focus on strong partnerships within the asset management community.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is renowned as an award-winning provider of unified managed accounts (UMA) technology. It offers an API-first, cloud-native platform built on a modular, microservices architecture, allowing financial firms to configure solutions tailored to their unique requirements. This versatility ensures that SMArtX can adapt to varying client needs, fostering an innovative environment.

Serving a diverse clientele that includes institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians, SMArtX provides scalable solutions tailored for managed account trading, client account billing, and investment product distribution. The technology presented by SMArtX enhances operational efficiency through the automation of workflows and the simplification of daily client account management tasks.

Moreover, SMArtX offers its proprietary technology to enterprise firms eager to build, configure, or modernize their managed accounts infrastructure. Whether it operates as a stand-alone solution or integrates into an existing system, SMArtX empowers these firms with cutting-edge technology designed to optimize operations and drive growth.

As a trusted partner to RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX personifies efficiency with scalable solutions that support business success and foster long-term relationships within the financial services landscape.

Frequently Asked Questions

What new strategies have been added to SMArtX's platform?

The new strategies include DSM Capital Partners' Global Growth Equity and Fidelity Institutional's International Capital Appreciation.

How many strategies does SMArtX now offer?

SMArtX now offers a total of 1,530 strategies from 319 distinguished asset management firms.

What is the focus of DSM Capital Partners' strategy?

The Global Growth Equity strategy focuses on identifying high-quality growth companies positioned for outstanding performance in global markets.

How does Fidelity Institutional's strategy contribute to SMArtX?

Fidelity's International Capital Appreciation strategy provides investment options aimed at long-term capital appreciation in international equities.

What is SMArtX's primary technology offering?

SMArtX is known for its unified managed accounts (UMA) technology, characterized by a cloud-native platform designed for a customizable approach to investment solutions.

About The Author

About Investors Hangout

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The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.

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