SMArtX Advisory Solutions Expands Its Offerings
In an exciting development for financial advisors and investors alike, SMArtX Advisory Solutions has broadened its Manager Marketplace by adding 17 new investment strategies from seven prominent asset management firms. This strategic move aims to create a more robust resource for advisors and enhance the variety of investment opportunities available.
Growing a Dynamic Toolbox for Advisors
SMArtX is well-known for its continuous innovation in managed accounts technology, and these new additions mark a significant milestone. The platform now proudly features a total of 1,572 strategies from 321 distinguished firms. The diversity in strategies ensures that advisors have a wide array of options to best meet the needs of their clients.
New Entrants to the Marketplace
Among the new participants are Aberdeen Investments and C.J. Lawrence – A Division of Apollon. Both firms have brought unique offerings that complement the existing lineup on the platform. These include various investment strategies, ranging from equity and fixed income to responsible investing options.
Diverse Investment Strategies Available
The latest strategies made available include a range of focuses, such as:
- Aberdeen Investments:
- Short Duration Municipal High Income
- Ultra Short Municipal Income
- C.J. Lawrence – A Division of Apollon:
- C.J. Lawrence Bulldog Equity
- Genter Capital Management:
- Taxable Quality Intermediate
- J.P. Morgan Asset Management:
- Growth Advantage
- Parametric Portfolio Associates:
- Calvert International Responsible Index
- U.S. Large Cap Value Responsible Index
- U.S. Small Cap (S&P 600)
- Schafer Cullen:
- Emerging Markets High Dividend Value Equity
- Uniplan Investment Counsel:
- High Income Total Return Portfolio (HITR)
These new strategies cover a variety of assets, ensuring that advisors can offer more tailored solutions to their clients. This array of choices includes tactical strategies that align with individual investor goals.
Leadership's Vision for Growth
Hunter Hager, the Head of Asset Manager Solutions at SMArtX, shared insights about the expansion, emphasizing the importance of evolving the marketplace to provide advisors with the tools necessary for achieving outstanding client service. He stated, "With these new products, we are enhancing our marketplace and giving advisors a dynamic toolkit that helps them best serve their clients."
About SMArtX Advisory Solutions
SMArtX Advisory Solutions stands out as an award-winning provider of unified managed accounts (UMA) technology. Their API-first, cloud-native platform operates on a flexible, modular architecture which allows companies to tailor solutions that fit their specific requirements. The technology is designed to simplify account management while enhancing operational efficiency.
Serving various sectors including institutional asset managers, registered investment advisors (RIAs), custodians, and fintech companies, SMArtX is dedicated to improving client account management processes. The company enhances its value proposition by automating workflows and streamlining operations, ultimately aiming to facilitate significant growth for their partners.
Furthermore, SMArtX licenses its cutting-edge technology to enterprise-level firms. Whether these solutions are used independently or integrated into existing systems, they empower firms to modernize their managed account infrastructure effectively.
Frequently Asked Questions
What new strategies has SMArtX added?
SMArtX has introduced 17 new strategies from seven asset management firms, enhancing their investment offerings.
How many strategies does SMArtX currently offer?
SMArtX now offers a total of 1,572 strategies from 321 asset management firms.
Who are the new firms joining SMArtX?
Aberdeen Investments and C.J. Lawrence – A Division of Apollon are among the new firms that have joined the platform.
What types of strategies are available on the platform?
Investors can find a diverse range including equity, fixed income, and responsible investment strategies.
How does SMArtX support financial advisors?
By providing a robust marketplace with diverse investment products, SMArtX equips advisors with effective tools to better serve their clients.
