SMArtX Advisory Solutions expands its turnkey asset management platform with 14 new strategies


The addition of a new crypto strategy continues to differentiate the SMArtX platform from all others

WEST PALM BEACH, Florida., April 5, 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 14 new investment strategies from 11 different companies have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 segregated account strategies traded by model and manager offered by a diverse group of 248 asset managers.

(PRNewsfoto/SMArtX Consulting Solutions)

SMArtX has partnered with six new companies adding Eulav Asset Management, Laurus Investment Counsel, Lord, Abbett & Co., Old West Investment Management, Newfound Research and Scharf Investments. These new offerings are distributed and traded by SMArtX through its award-winning cloud solution across seven custody platforms.

“SMArtX continues to deepen its diverse range of investment strategies with the addition this month of equity, fixed income, asset allocation and crypto strategies to the platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Our company has always prided itself on its ability to meet each client’s investment objectives by offering distinct and innovative investment solutions often not found elsewhere.”

Five existing companies are adding new strategies to the platform: Dana Investment Advisors, HGK Asset Management, IDX Insights, Lear Investment Management and LMCG Investments.

The full list of new strategies includes:

  • Dana Investment Advisors

  • Eulav Asset Management

  • HGK Asset Management

  • IDX Insights

  • Lear Investment Management

  • Laurus Investment Counsel

  • LMCG investments

  • Lord, Abbet & Co.

  • Old West Investment Management

  • New search

  • Scharf Investments

* 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 pointed out that “the ability to effectively access ongoing trading strategies in volatile markets has become a necessity for advisors growing their practice. Instead of spending hours or even days entering and exiting trading positions, “account to account, we’re leveraging technology to reduce the operational burden of transactions and give advisors more time to find and respond to clients.”

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



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