SMArtX Advisory Solutions Welcomes New Strategies from Prominent Asset Management Firms

SMArtX Advisory Solutions Expands Manager Marketplace

On May 7, 2025, SMArtX Advisory Solutions, a front-runner in managed accounts technology, proudly announced the addition of two innovative strategies from top asset management firms to its Manager Marketplace. This move reinforces SMArtX's commitment to providing an expansive array of investment options, as the platform now boasts a total of 1,530 strategies sourced from 319 distinguished asset management firms.

The newly added strategies consist of DSM Capital Partners, which introduced its Global Growth Equity strategy, and Fidelity Institutional, which expanded its offerings with an International Capital Appreciation SMA. Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm over these additions, stating, "We are thrilled to launch these products from DSM Capital Partners and Fidelity Institutional. SMArtX values the relationships we have with asset managers, and we look forward to continued expansion and opportunities as the year goes on."

The enhancement of the SMArtX platform with these strategies is timely, as investors increasingly seek diverse investment opportunities that align with their financial goals and risk tolerance. SMArtX's innovative approach to managed accounts technology empowers financial advisors and investors by streamlining the investment process while providing access to a rich selection of strategies.

SMArtX is dedicated to making the investment experience both effective and efficient. With its cloud-based, API-first platform built on a modular microservices architecture, the company has positioned itself as a critical player in the market. This technology allows asset managers, registered investment advisors (RIAs), and custodians to configure tailored solutions that meet their unique operational needs. Furthermore, their technology automates workflows, reducing manual processes and enhancing daily account management for clients.

The company’s collaboration with substantial asset management names like DSM Capital Partners and Fidelity Institutional solidifies its mission to provide superior technology and service to the investment community. Their adaptable managed accounts solutions can significantly enhance operational efficiency while supporting growth objectives, whether used as standalone services or integrated within existing systems.

In addition to providing cutting-edge investment products, SMArtX also licenses its proprietary technology to institutional clients seeking to build or enhance their managed accounts infrastructure. This flexibility allows firms of varying sizes and specialties to leverage advanced technology without the burden of developing it in-house.

As a trusted partner to a diverse clientele—including RIAs, broker-dealers, asset managers, custodians, and fintech companies—SMArtX remains committed to delivering scalable solutions that drive business success and optimize management efficiency.

For individuals interested in exploring the new strategies available, additional information can be found on the SMArtX Manager Profiles page, where the latest updates and detailed profiles of asset management firms are accessible.

About SMArtX Advisory Solutions
Founded on the principle of innovation, SMArtX Advisory Solutions stands out as a trailblazer in the managed accounts space. They are an award-winning provider known for its comprehensive and adaptable solutions tailored specifically for today’s dynamic investment landscape. By offering a robust framework for trading, billing, and product distribution, SMArtX is redefining what it means to be a managed accounts provider.

In conclusion, the recent addition of strategies from DSM Capital Partners and Fidelity Institutional does not simply widen the SMArtX portfolio; it underscores their ongoing dedication to the advancement of managed account technology and their partnership with leading asset managers. As the financial landscape evolves, SMArtX shines as a beacon for innovation, reliability, and growth in investment management.