SMArtX Expands Manager Marketplace with New Asset Strategies

SMArtX Advisory Solutions Expands Manager Marketplace

SMArtX Advisory Solutions, a key player in managed accounts technology, has recently expanded its Manager Marketplace by introducing 22 new strategies from four renowned asset management firms. This addition not only enriches the variety available on its platform but reinforces SMArtX's commitment to providing comprehensive investment solutions tailored to advisors and their clients.

New Entrants to the Manager Marketplace

The latest additions include strategies from Ancorato and NewEdge Investment Solutions, both of which specialize in structured notes. Furthermore, established firms such as Fidelity Institutional and Northern Trust Investments have expanded their offerings to include new ETF strategies and tax-sensitive equity solutions.

Ancorato's Contributions

Ancorato has brought into the fold their sophisticated Fixed Income Structured Notes strategy. This strategy aims to provide secure income while diversifying investment risk within portfolios, addressing the evolving needs of investors.

Fidelity Institutional Expands Offerings

Fidelity Institutional has introduced several Target Allocation ETF models, catering to different risk appetites and investment strategies. These models range widely, from a completely equity-heavy approach (Model 100/0) to those that allocate risk more conservatively (Model 10/90, Model 20/80, etc.). This diversified approach allows advisors to select models that best align with their client's goals.

Tax-Sensitive Strategies by Northern Trust Investments

Northern Trust Investments has also made significant contributions by launching a series of tax-sensitive strategies. These include DSP Tax-Sensitive Income and various growth-focused portfolios, designed to optimize tax efficiency for investors. These options give advisors tools to help clients navigate the complexities of tax implications on their investments.

NewEdge Investment Solutions Offerings

NewEdge Investment Solutions has stepped up with innovative offerings, namely the Structured Note Advisory Portfolio (SNAP) and Structured Note Income Portfolio (SNIP). These products are geared towards generating income and providing structured investment solutions that can help meet varying client investment objectives.

The Impact on Advisors and Asset Managers

Brad Haag, Executive Vice President at SMArtX, emphasized the importance of these expansions, stating, "We are thrilled to enhance our Manager Marketplace with these new strategies. This expansion creates avenues for asset managers to set themselves apart while offering a broader selection for advisors to create tailored portfolios for their clients."

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers groundbreaking UMA technology through a versatile, cloud-native platform aimed at RIAs, Asset Managers, and FinTech firms. By leveraging innovative technology for trading, billing, and investment distribution, SMArtX continues to streamline workflows within the managed accounts sector, revolutionizing the way asset management is conducted.

Frequently Asked Questions

What new strategies has SMArtX introduced?

SMArtX has introduced 22 new strategies from firms including Ancorato, NewEdge Investment Solutions, Fidelity Institutional, and Northern Trust Investments.

What types of products did Ancorato add?

Ancorato added Fixed Income Structured Notes to its offerings within the SMArtX platform.

How does Fidelity Institutional enhance its strategy offerings?

Fidelity Institutional has expanded to include Target Allocation ETF models that cater to various risk preferences.

What is the focus of Northern Trust Investments' new strategies?

Northern Trust Investments focuses on tax-sensitive strategies, aimed at optimizing the tax efficiency of investment portfolios.

What technology does SMArtX provide for asset managers?

SMArtX provides a cloud-native, modular platform that enhances workflows and modernizes infrastructure within managed accounts.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

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