SMArtX Advisory Solutions Enhances Manager Marketplace with New Investment Strategies

Introduction

In an ever-evolving financial landscape, SMArtX Advisory Solutions is making significant strides in the managed accounts technology sector. With their latest announcement, the company has expanded its Manager Marketplace to include five new investment strategies from four prominent asset management firms. This strategic enhancement not only adds variety but also boosts the overall value of their platform.

New Additions to the Marketplace

The newly integrated investment strategies are as follows:
1. Convexitas – Tail Liquidity strategy
2. John Hancock Investment Management – Fundamental All Cap Core and US Small Cap Core strategies
3. Nuveen Asset Management – International Value ADR
4. ZEGA Investments – Four Seasons Moderate Aggressive strategy

This expansion brings the total count of strategies available on SMArtX's platform to an impressive 1,561, sourced from 320 distinguished asset management firms. This rapid growth emphasizes SMArtX's commitment to providing advisors with a diverse array of investment opportunities, catering to various client needs.

Value to Financial Advisors

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, emphasized the transformative impact of these additions. "When we bring new strategies onto the platform, we're not just expanding our investment offerings; we’re equipping advisors with a dynamic toolkit. This enables them to scale their practices effectively and deliver differentiated value to every client," he stated.

The flexibility of SMArtX's platform allows financial advisors to build tailored strategies for their clients, enhancing their ability to respond to specific goals and market conditions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions stands out as an award-winning provider of Unified Managed Accounts (UMA) technology. The company’s platform is designed with an API-first approach and is cloud-native, offering a modular and microservices architecture. This versatility allows financial firms to customize their solutions to meet individual requirements and ensures efficient, efficient operational processes.

In addition to serving institutional asset managers and registered investment advisors (RIAs), SMArtX also collaborates with financial technology companies and custodians. Their comprehensive solutions not only facilitate managed account trading but also streamline client account billing and investment product distribution.

Operational Efficiency and Growth

By automating workflows and simplifying client account management, SMArtX enhances the operational efficiency of financial firms. The technology solutions from SMArtX streamline everyday tasks, allowing advisors more time to focus on client relationships and strategic planning.

Moreover, SMArtX licenses its proprietary technology to enterprise firms aiming to improve their managed account infrastructures, whether as standalone solutions or integrated within existing systems. This commitment to innovation positions SMArtX as a strategic partner in driving growth and enhancing operational capabilities in the financial services sector.

Conclusion

The expansion of SMArtX's Manager Marketplace with five new strategies is a testament to its dedication to innovation in investment technology. As advisors seek to provide balanced and diverse portfolios for clients, SMArtX is clearly positioned as a leader in facilitating such endeavors, supporting firms in both operational excellence and client satisfaction.

For further details about the expanded strategies and to explore the complete list of offerings, you can visit SMArtX Manager Profiles.