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]
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Latest

Sep 07, 2023, 05:58 ET SMArtX Advisory Solutions' Manager Marketplace Welcomes GW&K Investment Management

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

Sep 06, 2023, 05:58 ET SMArtX Advisory Solutions Welcomes David Pologe as New Executive Vice President of Sales

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

Aug 15, 2023, 05:56 ET SMArtX Advisory Solutions Announces Leadership Transition: Jon Pincus Appointed CEO as Evan Rapaport Continues Role on Board of Directors

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

Aug 03, 2023, 05:58 ET SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace

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

Jul 11, 2023, 05:56 ET SMArtX Advisory Solutions Introduces SMArtY, The Revolutionary Free Wealth Management Platform for Financial Advisors

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

Jul 06, 2023, 06:10 ET SMArtX Enhances Investment Opportunities with the Integration of 15 New Investment Strategies

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

Jun 08, 2023, 16:46 ET SMArtX's TAMP Introduces 24 New Strategies to its Model Marketplace

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

May 31, 2023, 06:10 ET SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

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

May 04, 2023, 06:10 ET SMArtX Model Marketplace Further Fortified by Five Venerable Asset Management Firms

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

Apr 11, 2023, 05:51 ET Third Annual SMArtX "X" Awards Announces Winners, Recognizes Asset Management Excellence

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

Apr 05, 2023, 05:40 ET SMArtX UMA Platform Surges with the Addition of 54 Strategies

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

Mar 14, 2023, 06:02 ET SMArtX Advisory Solutions Expands its Select Manager List

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

Mar 07, 2023, 05:55 ET ARS Investment Partners and Piton Investment Management Are The Newest Firms to Join SMArtX Advisory Solutions UMA Platform

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

Feb 07, 2023, 06:11 ET Dearborn Partners and Ativo Capital Management Join the SMArtX Advisory Solutions UMA Platform

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

Jan 05, 2023, 05:55 ET SMArtX Advisory Solutions Starts 2023 By Adding Another Eight Strategies to Its UMA Platform

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

Dec 06, 2022, 11:31 ET SMArtX Advisory Solutions Reaches Milestone of 280 Asset Managers Offered Through its Model Marketplace

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

Nov 03, 2022, 05:55 ET SMArtX Advisory Solutions Adds 12 More Strategies to its Model Marketplace

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

Oct 19, 2022, 06:51 ET SMArtX Advisory Solutions Launches New Enterprise Billing Application

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

Oct 04, 2022, 05:54 ET Six New Global Investment and Asset Management Firms Join the SMArtX Advisory Solutions Platform

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

Sep 27, 2022, 06:04 ET SMArtX Advisory Solutions Wins Two 2022 Wealth Management Industry Awards

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

Sep 07, 2022, 06:26 ET Seven New Strategies Join the SMArtX Advisory Solutions Platform

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

Aug 23, 2022, 05:48 ET SMArtX Advisory Solutions Announces Partnership with Flyer Financial Technologies

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology and operator of the SMArtX turnkey asset management platform ...

Aug 03, 2022, 05:55 ET SMArtX Advisory Solutions Turnkey Asset Management Platform Builds its Ranks with 14 New Strategies

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

Jul 28, 2022, 06:10 ET SMArtX Advisory Solutions Nominated for Six Industry Awards

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

Jul 06, 2022, 05:51 ET SMArtX Advisory Solutions Expands Its Turnkey Asset Management Platform with 12 New Strategies

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

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