SMArtX Welcomes Allspring Global to Its Innovative Platform

SMArtX Advisory Solutions Welcomes Allspring Global Investments

SMArtX Advisory Solutions, a pioneer in managed accounts technology, is thrilled to announce the integration of Allspring Global Investments into its SMArtY platform. This strategic partnership enhances the capabilities of SMArtY by adding Allspring’s expert direct indexing functionalities, thereby broadening the range of investment solutions available to clients.

Enhancing Investment Management

Allspring is a well-respected player in the asset management industry, and with this agreement, it will provide innovative, tax-advantaged separately managed accounts (SMAs) through the SMArtY platform. This initiative is geared towards enriching the investment experience for registered investment advisors (RIAs), wrap fee advisors, and financial planners.

Brad Haag, EVP of Asset Manager Solutions at SMArtX, expressed his excitement about this collaboration. He stated that welcoming Allspring as a new asset manager is a significant step forward. Haag highlighted, “Allspring’s premier asset management offerings will present an exceptional platform fee-free solution that addresses diverse investment management needs.”

A Comprehensive Wealth Management Platform

SMArtY operates as a manager-sponsored wealth management platform, providing access to model portfolios from some of the world’s most reputable asset managers. Alongside these portfolios, advisors will benefit from a comprehensive suite of award-winning investment tools, all powered by the cutting-edge technology developed by SMArtX Advisory Solutions.

Tony Svach, the Head of Intermediary Sales, shared his enthusiasm, noting, “Allspring Global Investments is eager to introduce a comprehensive range of Direct Indexing solutions on the SMArtY platform. This remarkable platform harnesses the capabilities of SMArtX, allowing advisors to better serve clients within a Unified Managed Account (UMA) structure, featuring detailed sleeve reporting and innovative tools to scale their businesses.”

Streamlining Asset Management

The inclusion of Allspring’s Direct Indexing SMAs on SMArtY simplifies asset management workflows, empowering advisors to concentrate on revenue-generating activities. This allows them to offer their clients sophisticated and tax-efficient investment strategies, ensuring that their clients’ needs are met with superior solutions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is recognized for its award-winning managed accounts technology and operates SMArtX, a versatile turnkey asset management platform (TAMP). With an API-first, cloud-native technology architecture, SMArtX delivers tailored solutions aligned with the specific needs of its clients. This platform is designed for advisors who seek a more extensive selection of investment products while automating investment processes, thus simplifying the daily management tasks associated with client accounts.

Additionally, SMArtX licenses its proprietary technology to enterprise firms aiming to enhance or create their existing managed accounts technology as an independent or fully integrated solution. As a result, SMArtX has become the preferred managed account technology and TAMP platform for numerous RIAs, broker-dealers, asset managers, custodians, and fintech companies.

About Allspring Global Investments

Allspring Global Investments is an independent asset management firm known for offering a wide array of investment products designed to meet diverse client goals. With a vision of fostering a new era of investing that balances financial returns and positive outcomes, Allspring leverages its decades of experience to shape portfolios focused on generating successful outcomes for its clients.

With over $571 billion in assets under advisement and 20+ global offices, Allspring is committed to thoughtful investment strategies and purposeful planning, striving to deliver outcomes that transcend mere financial gains. For more information about Allspring's offerings, interested parties are encouraged to visit their website.

Frequently Asked Questions

What is the SMArtY platform?

The SMArtY platform is a manager-sponsored wealth management technology that provides access to model portfolios and advanced investment tools.

Who is Allspring Global Investments?

Allspring Global Investments is an independent asset management firm focused on delivering a variety of investment products and strategies to meet client needs.

What benefits does Allspring bring to SMArtY?

Allspring introduces tax-advantaged Direct Indexing solutions that enhance the investment options available to advisors on the SMArtY platform.

How does SMArtX support financial advisors?

SMArtX provides a customizable technology platform and an extensive selection of investment products, simplifying investment processes for financial advisors.

Can advisors use SMArtY for their client’s accounts?

Yes, advisors can utilize the SMArtY platform to manage their clients' accounts efficiently, leveraging the tools and investment solutions available.

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