SMArtX Expands Marketplace with New Strategies from Leading Asset Management Firms
Expansion of SMArtX Manager Marketplace
SMArtX Advisory Solutions, recognized as a pioneering force in managed accounts technology, has announced a significant expansion of its Manager Marketplace, adding 22 new strategies from four esteemed asset management firms. This growth increases the total strategies available on the platform to an impressive 1,544, sourced from 323 distinguished asset managers.
Among the newly featured firms, Ancorato and NewEdge Investment Solutions have made their entrance, offering innovative strategies centered around structured notes. This inclusion aims to cater to the evolving needs of financial advisors and their clients seeking diversified investment solutions.
Details of New Offerings
The new strategies introduced to the SMArtX platform include:
- - Ancorato: Fixed Income Structured Notes
- - Fidelity Institutional: A suite of Target Allocation ETF models which vary from aggressive to conservative risk profiles, including:
- Model 10/90
- Model 20/80
- Model 30/70
- Model 40/60
- Model 50/50
- Model 60/40
- Model 70/30
- Model 85/15
Alongside several Target Risk ETF portfolios, ranging from aggressive to conservative strategies designed for various market conditions.
- - NewEdge Investment Solutions: Bringing structured note strategies such as the Structured Note Advisory Portfolio (SNAP) and Structured Note Income Portfolio (SNIP) that are likely to appeal to investors looking for predictable income streams and capital preservation.
- - Northern Trust Investments: Expanding their offerings with several tax-sensitive strategies that focus on optimizing tax efficiency while aiming for growth and income, with options like:
- DSP Tax-Sensitive Growth with Moderate Income
- DSP Tax-Sensitive Maximum Growth
Remarks from SMArtX Executives
In a statement, Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm about the inclusion of these strategies, stating, “We are excited to expand the broad product offering found in our Manager Marketplace with these new strategies from reputable asset managers. Through the continued expansion of our marketplace, we are creating opportunities for asset managers to differentiate themselves while providing advisors with more ways to build portfolios tailored to their clients' needs.”
This latest update underscores SMArtX's commitment to enhancing its platform's capabilities and offering more diverse investment options for financial advisors aiming to meet the unique needs of their clients.
About SMArtX Advisory Solutions
SMArtX is renowned for delivering high-quality Unified Managed Account (UMA) technology through a cloud-native platform that facilitates RIAs, Asset Managers, and FinTech firms. With a focus on scalability, their solutions are designed to streamline workflows, modernize infrastructures, and provide innovative technology for trading, billing, and investment distribution.
For further details and to explore the full range of strategies available, please visit the SMArtX Manager Profiles.
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.