#USA #J.P. Morgan #West Palm Beach #SMArtX #RSW Investments

SMArtX Advisory Solutions Expands Its Manager Marketplace

In a significant development within the sphere of managed account technology, SMArtX Advisory Solutions has unveiled the addition of seven new strategies to its Manager Marketplace. This update, announced on September 18, 2025, includes contributions from four prominent asset management firms: J.P. Morgan Asset Management, KraneShares, ZEGA Investments, and newcomer RSW Investments. The expansion exemplifies SMArtX’s commitment to providing diversified investment solutions, bringing the total number of strategies on their platform to an impressive 1,566 from 322 distinguished asset management firms.

New Strategies Added

The newly introduced strategies offer various investment approaches tailored to meet the needs of a broad client base. Specifically, the contributions include:

• - J.P. Morgan Asset Management: Equity Income
• - KraneShares: Four strategic strategies - Strategic Wealth Balanced, Strategic Wealth Cautious, Strategic Wealth Conservative, and Strategic Wealth Growth.
• - RSW Investments: Market Duration strategy
• - ZEGA Investments: ETF Dividend Max strategy

Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, remarked on the expansion, stating, “The SMArtX Manager Marketplace continues to grow, providing advisors with an increasing list of investment options for creating personalized portfolios for their clients. This growth enables us to support the heightened demand for varied solutions on our platform.”

Background on SMArtX Advisory Solutions

SMArtX Advisory Solutions stands at the forefront of the managed accounts industry, recognized as an award-winning provider of Unified Managed Accounts (UMA) technology. Their API-first, cloud-native platform boasts a modular, microservices architecture, allowing firms to tailor solutions catering to their unique requirements.

The versatility of SMArtX’s technology is beneficial for a diverse clientele, including institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians. Their platform enhances operational efficiency by streamlining workflows and simplifying the intricacies of daily client account management.

Furthermore, SMArtX licenses its proprietary technology to enterprises aiming to build or modernize their managed accounts infrastructure. This flexibility, whether as a standalone solution or integrated within existing systems, empowers firms to optimize operations and facilitate growth.

Through their collaborations with RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX is dedicated to delivering scalable solutions that bolster efficiency and foster business success.

Conclusion

As SMArtX continues to evolve, the introduction of these new strategies serves as a testament to their innovative approach and dedication to meeting client needs. With the finance landscape becoming increasingly dynamic, platforms like SMArtX that provide flexible and diverse investment options are vital for advisors looking to build customized investment portfolios. You can explore the full range of strategies offered on the SMArtX Manager Profiles page, where an array of investment choices is at your fingertips.

For more information about SMArtX Advisory Solutions and their offerings, visit their official website or access the Manager Profiles to delve deeper into the innovative investment strategies now available.