SMArtX Advisory Solutions adds 43 new strategies to its turnkey asset management platform


The expansion comes as SMArtX continues to enjoy backing from asset management firms, including Goldman Sachs Asset Management.

WEST PALM BEACH, Florida., June 2, 2022 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in Unified Managed Accounts (UMA) technology and architect of the turnkey asset management platform SMArtX (“TAMP”), has announced the addition of 43 new investment strategies to its Platform. The SMArtX platform now supports 1,078 separately traded account strategies per model and per manager offered by a diverse group of 262 asset managers.

SMArtX has added seven new asset management companies – 1492 Capital Management, AGF Investments, Alley Investment Management Company, Goldman Sachs Asset Management, Milwaukee Institutional Asset Management, Winans Investments and ZEGA Financial – to give advisors the personalized strategies they need. need to offer tailored portfolios to clients. These new offerings are distributed and traded by SMArtX through its award-winning cloud solution across seven custody platforms.

“SMArtX is thrilled to have these companies as part of our platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “By integrating them with SMArtX, we can give advisors access to some of the most well-known companies in the industry. Our technology leverages the client experience and offers click-to-attribution functionality for seamless access to strategy. .”

Three existing companies have added to the SMArtX platform, giving investors access to more strategies from Ballast Equity, Federated Hermes and Janus Henderson. The strategies of the 10 companies include asset allocation strategies, options strategies and exposures to global equities, US equities and fixed income strategies.

The full list of new strategies includes:

  • 1492 Capital Management
    • Small Cap Core Alpha Strategy
    • Small Cap Growth Strategy
    • Small Cap Value Strategy
  • AGF Investments
    • US Large Cap Growth Equity
    • Global Select Constrained ADR
    • Global Sustainable Equity ADRs
    • U.S. Small & Mid Cap Growth Stocks
  • Alley Investment Management Company
  • Ballast Equity
  • Federated Hermes
    • Most conservative commitment
    • Conservative engagement
    • Commitment Moderately Conservative
    • Moderate mobilization
    • Moderately aggressive engagement
    • Aggressive engagement
    • Most aggressive engagement
  • Goldman Sachs Asset Management
    • ETF 20/80 Model Portfolio
    • ETF Model Portfolio 30/70
    • ETF 40/60 Model Portfolio
    • 50/50 ETF Model Portfolio
    • 60/40 ETF Model Portfolio
    • 70/30 ETF Model Portfolio
    • 80/20 ETF Model Portfolio
    • ETF 90/10 Model Portfolio
  • Janus Henderson
    • Global adaptive capital allocation
    • Overall adaptive capital appreciation
    • Global Adaptive Capital Growth
    • Global Allocation Model – Conservative
    • Global Allocation Model – Growth
    • Global Allocation Model – Moderate
    • Long-lasting multi-asset preservative
    • Durable Multi-Active Moderate Conservative
    • Durable Multi-Active Moderate
    • Sustainable Multi-Asset Moderate Growth
    • Sustainable multi-asset growth
  • Milwaukee Institutional Asset Management
    • MIAM Strategy Concentrated Equity Value SMA*
    • MIAM Focused Fixed Income Value Strategy SMA*
    • MIAM Concentrated Equity Value Strategy
  • Winan investments
    • Balanced 75-25*
    • Balanced 50-50*
    • Balanced 25-75*
    • Business income*
  • ZEGA Financial
    • High Probability Options Strategy – Conservative*

* Indicates that the manager only traded SMA

SMArtX’s continued growth is driven by two primary applications of its technology: the out-of-the-box TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy this technology. Customized UMA via APIs to meet the mandates of large enterprises, RIA platforms and hybrid brokers.

President and COO of SMArtX Jonathan Pincus highlighted that “The SMArtX platform minimizes dispersion between patterns and end-client accounts through continuous intra-day trading. This provides a better and more accurate experience for accounts allocated to these strategies compared to trading that takes place during specific trading “windows” hours or days later.”

About SMARTX Consulting Solutions

SMArtX Advisory Solutions is an award-winning managed account technology provider and manages SMArtX, a turnkey asset management platform (“TAMP”). SMArtX’s cloud-native, API-based technology operates in a modular micro-services architecture, providing customers with a tailored solution to their unique specifications. SMArtX is available as a standard TAMP for advisors looking for greater choice of investment products and ease of use, while automating investment processes and simplifying day-to-day management tasks customer accounts. SMArtX also licenses its proprietary technology to companies looking to build, customize or upgrade their existing managed account technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for many RIAs, brokers and asset managers. Learn more about

SOURCE SmartX Consulting Solutions


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