SMArtX Enhances Marketplace with New Stand-Alone Fund Options

Innovative Expansion of the SMArtX Manager Marketplace
SMArtX Advisory Solutions, a prominent player in the world of enterprise managed accounts technology, has recently made an exciting announcement regarding its Manager Marketplace. This cutting-edge platform now embraces stand-alone mutual funds, exchange-traded funds (ETFs), and closed-end funds. This strategic move is set to provide asset managers with significantly increased visibility for their products while enhancing the flexibility that advisors have at their disposal.
Enhanced Visibility for Asset Managers
Through the upgraded Manager Marketplace, asset managers are provided with dedicated exposure within SMArtX's manager research center. This resource-rich environment is specifically designed to allow advisors to:
- Access comprehensive research and analytics pertaining to the listed funds.
- Explore product microsites filled with literature, performance data, and rich insights.
- Seamlessly integrate these funds into client proposals for enhanced value.
As Brad Haag, the Executive Vice President and Head of Distribution, stated, "With this new initiative, asset managers can expand exposure to their funds and ETFs while broadening the platform's solutions." He underscored that SMArtX is evolving into a comprehensive portfolio solution that allows managers to showcase their complete range of offerings, extending beyond SMAs and strategist portfolios.
What the Stand-Alone Fund Listings Entail
The introduction of stand-alone fund listings marks a significant enhancement to the manager marketplace. These include:
- Exchange-Traded Funds (ETFs)
- Open-End Mutual Funds
- Closed-End Mutual Funds, including semi-liquid options
This thoughtful expansion reinforces SMArtX's commitment to providing unified portfolio management tools across a spectrum of asset types. By integrating research for third-party models and manager-traded strategies, the platform equips asset managers with an expanded enterprise-grade distribution channel to effectively engage with advisors on a larger scale.
Efficient Portfolio Construction for Advisors
For advisors, this evolution translates into enhanced resources for researching and constructing diversified portfolios efficiently within a modernized workflow. The ability to access integrated solutions through a custodian-neutral platform empowers advisors to research, transition, allocate, and execute across various investment products seamlessly.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions stands out as a leader in delivering award-winning UMA technology via a cloud-native, modular platform tailored for RIAs, asset managers, and FinTech firms. Their scalable solutions vastly simplify workflows while modernizing the managed accounts infrastructure. With innovative and configurable technology designed for trading, billing, and investment distribution, SMArtX continues to redefine efficiency and effectiveness in portfolio management.
Frequently Asked Questions
What recent changes has SMArtX implemented in its Manager Marketplace?
SMArtX has expanded its Manager Marketplace to include stand-alone funds, providing broader visibility for asset managers and more resources for advisors.
How does the new system benefit asset managers?
The new listings increase exposure for asset managers while allowing them to showcase a wider array of investment products beyond SMAs and strategist portfolios.
What are some examples of the stand-alone fund listings available?
Stand-alone fund listings include Exchange-Traded Funds (ETFs), open-end mutual funds, and closed-end mutual funds.
How does this expansion affect advisors?
Advisors gain access to enhanced resources, enabling more efficient research and portfolio construction within a streamlined workflow.
What technology does SMArtX Advisory Solutions utilize?
SMArtX employs a cloud-native, modular platform that modernizes managed accounts infrastructure for various financial services professionals.
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