SMArtX Enhances Platform with Stand-Alone Fund Integration for Managers and Advisors

SMArtX Expands Manager Marketplace with Stand-Alone Fund Listings

West Palm Beach, Florida – SMArtX Advisory Solutions, a prominent provider known for its enterprise managed accounts technology, recently announced a significant upgrade to its Manager Marketplace. This new enhancement allows for the inclusion of stand-alone mutual funds, exchange-traded funds (ETFs), and closed-end funds. This move is set to provide asset managers with increased visibility, while also offering financial advisors enhanced flexibility in managing investment portfolios.

The expanded marketplace aims to give asset managers dedicated exposure within SMArtX's manager research center. This enables financial advisors to access comprehensive research and analytics on listed funds, facilitating a more informed decision-making process. Features include product microsites providing literature, performance data, and detailed fund insights, seamlessly integrating funds into client proposals.

Brad Haag, Executive Vice President and Head of Distribution at SMArtX, emphasized the importance of this initiative, stating, "With this new initiative, asset managers can expand exposure to their funds and ETFs while broadening the platform's solutions. SMArtX has evolved into a total portfolio solution, enabling managers to showcase their full range of offerings, not just SMAs and strategist portfolios."

The newly introduced stand-alone fund listings comprise a variety of product options:

- Exchange-Traded Funds (ETFs)
- Open-End Mutual Funds
- Closed-End Mutual Funds, including semi-liquid funds.

By reinforcing its commitment to unify various portfolio management tools across all asset types, SMArtX has integrated research for third-party models, manager-traded strategies, and now stand-alone funds. This development offers asset managers an expanded source for enterprise-grade distribution, allowing them to reach advisors on a larger scale.

Moreover, financial advisors are now equipped with broader resources to research, construct, and manage diversified portfolios more efficiently through a streamlined and modern workflow. This comprehensive approach empowers advisors to research, transition, allocate, and execute across various investment products through a single custodian-neutral platform.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning Unified Managed Account (UMA) technology through a cloud-native, modular platform designed for Registered Investment Advisors (RIAs), asset managers, and FinTech firms. With scalable solutions, SMArtX modernizes the managed accounts infrastructure, enhancing workflows and streamlining processes related to trading, billing, and investment distribution.

In conclusion, this expansion not only strengthens SMArtX’s service offerings but also significantly benefits asset managers and financial advisors by providing a more dynamic and resource-rich environment for investment management. This move positions SMArtX as a leading innovator in the rapidly evolving landscape of managed account technology, reinforcing its mission to empower financial professionals with the best tools available.