SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.


Industries
Financial Technology
Financial Services

Office Locations
West Palm Beach, FL
Contact Information
Maggie Thompson
[email protected]
Making a selection with these dropdown will cause content on this page to change. News listings will update as each option is selected.

Latest

Oct 16, 2025, 11:00 ET SMArtX Launches Automated Tax Loss Harvesting Enhancements for Scaled Execution

SMArtX Advisory Solutions ("SMArtX"), a leading platform for enterprise managed accounts technology, today announced major enhancements to its Tax...

Oct 13, 2025, 15:30 ET SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from four...

Sep 26, 2025, 13:05 ET SMArtX Advisory Solutions Releases Q3 2025 Select List

SMArtX Advisory Solutions, a leader in managed account technology, today announced the release of its Q3 2025 Select List. This quarter's list...

Sep 18, 2025, 10:28 ET SMArtX Advisory Solutions Expands Manager Marketplace with 7 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 7 new strategies from four...

Sep 04, 2025, 13:01 ET SMArtX Expands Manager Marketplace with Stand-Alone Fund Listings

SMArtX Advisory Solutions ("SMArtX"), a leading provider of enterprise managed accounts technology, announced today that its Manager Marketplace now...

Aug 08, 2025, 13:35 ET SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from Two Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 16 new strategies from two...

Jul 31, 2025, 10:30 ET SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios

SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including...

Jul 10, 2025, 13:30 ET SMArtX Advisory Solutions Expands Manager Marketplace with 25 New Strategies from Seven Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 25 new strategies from seven...

Jun 10, 2025, 15:25 ET SMArtX Advisory Solutions Expands Manager Marketplace with 4 New Strategies from Three Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 4 new strategies from three...

May 07, 2025, 14:30 ET SMArtX Advisory Solutions Expands Manager Marketplace with 2 New Strategies from Two Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 2 new strategies from two...

Apr 15, 2025, 09:59 ET SMArtX Launches Manager-Traded Sleeves in UMA Framework to Expand Portfolio Flexibility

SMArtX Advisory Solutions has introduced manager-traded sleeves within its Multi-Strategy Multi-Asset Unified Managed Account (UMA) framework,...

Apr 08, 2025, 12:23 ET SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Two Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from two...

Mar 24, 2025, 11:24 ET SMArtX Launches BlackRock's Advisor Center on Platform

SMArtX Advisory Solutions has integrated BlackRock's Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and...

Mar 12, 2025, 11:03 ET SMArtX and BondBloxx Partner on BASE Portfolios

SMArtX Advisory Solutions and BondBloxx are partnering to construct and distribute multi-asset model portfolios. Innovative and modular, BASE...

Mar 07, 2025, 10:59 ET SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Five Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from five...

Feb 18, 2025, 13:01 ET SMArtX Advisory Solutions Releases 1Q2025 Select List

SMArtX Advisory Solutions, a leading provider of managed account technology, is excited to announce its 1Q2025 Select List award winners. The Select...

Feb 11, 2025, 13:00 ET SMArtX Advisory Solutions Expands Manager Marketplace with 22 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four...

Dec 06, 2023, 09:15 ET SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered...

Nov 09, 2023, 09:15 ET SMArtX Advisory Solutions Adds 26 Strategies to Its Manager Marketplace

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 26 strategies offered...

Nov 07, 2023, 06:56 ET SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...

Oct 05, 2023, 05:56 ET SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced 35 strategies from 10 leading asset management firms...

Oct 03, 2023, 05:56 ET SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...

Sep 28, 2023, 05:58 ET SMArtX Advisory Solutions Launches SMArtY, the Manager-Sponsored Strategist Platform

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, today launched SMArtY, the highly anticipated...

Sep 21, 2023, 05:56 ET SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments' Model Portfolios

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...

Sep 12, 2023, 05:56 ET SMArtX Advisory Solutions Wins Two 2023 Wealth Management Industry Awards

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...

Journalists and Bloggers

The news you need, when you need it.

Join PR Newswire for Journalists to access all of the free services designated to make your job easier.

In need of subject matter experts for your story? Submit a free ProfNet request and find the sources you need.

LEARN MORE
Making a selection with these dropdown will cause content on this page to change. News listings will update as each option is selected.