SMArtX Advisory Solutions Adds New Equity Strategies to Its Turnkey Asset Management Platform | News


WEST PALM BEACH, Florida., February 3, 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 today announced the addition of six new equity strategies by three firms to their turnkey asset management platform (TAMP). The SMArtX platform now supports over 980 separate account strategies traded by model and manager.

New platform companies Andersen Capital Management, Mastrapasqua Asset Management and Winthrop Capital Management collectively add large cap, growth, SMID and concentrated equity strategies to the platform. They are delivered via SMArtX’s award-winning cloud solution, integrated across seven custody platforms and traded directly by SMArtX.

“We are thrilled to expand our growing platform with these remarkable companies,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “SMArtX continues to offer access to a wide range of active and static asset allocation strategies within the traditional industry of long-only, alternative investments and direct indices that give advisors the power to choose and position themselves to better serve their customers.”

The full list of new strategies includes:

  • Andersen Capital Management
  • Mastrapasqua Asset Management
    • Core Large Cap Stocks
    • Large Cap Growth
    • SMID Cap Core Equity
  • Winthrop Capital Management
    • Large Cap Mixed Stocks
    • Growth-oriented stocks

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.

“The need to become a digital-first organization will further drive demand for corporate products and efficiencies to integrate directly into existing technology solutions,” said Jonathan Pincus, President & COO of SMArtX. “SMArtX builds its own technology for its TAMP and for its customers who are looking for custom platforms, creating a natural partner to deliver these solutions.”

Today’s announcement comes ahead of the 2022 SMArtX Virtual Rewards Program taking place on March 2, 2022, a live-streamed event recognizing excellence in asset management across 11 different categories. For more information, please visit

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-first 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 several RIAs, brokers and asset managers. Learn more about

Show original content to download multimedia:

SOURCE SmartX Consulting Solutions


Comments are closed.