In a significant move towards enhancing its offerings, SMArtX Advisory Solutions has recently launched 17 new investment strategies, sourced from seven top-tier asset management firms. This update was officially announced in West Palm Beach, Florida, on November 13, 2025. As a leading innovator in the realm of managed accounts technology, SMArtX’s platform has been continuously evolving to provide a comprehensive suite of investment options for advisors and their clients.
With the new additions, the total number of strategies in the SMArtX Manager Marketplace now stands at an impressive 1,572. This platform aggregates investment strategies from 321 distinguished asset management firms, aiming to deliver a vast array of choices to financial advisors looking to tailor solutions to their client needs.
Among the newly introduced strategies are offerings from notable names like Aberdeen Investments and C.J. Lawrence - A Division of Apollon. Existing partners, including Genter Capital Management, J.P. Morgan Asset Management, Parametric Portfolio Associates, Schafer Cullen, and Uniplan Investment Counsel, have also contributed by expanding their product ranges.
The newly added strategies cover various investment classes including equities, fixed income, and responsible investment strategies. They incorporate solutions such as tax-efficient municipal bonds and customized core equity portfolios, all designed to meet the diverse requirements of the market. Notable strategies include:
- Short Duration Municipal High Income
- Ultra Short Municipal Income
- - C.J. Lawrence – A Division of Apollon:
- C.J. Lawrence Bulldog Equity
- - Genter Capital Management:
- Taxable Quality Intermediate
- - J.P. Morgan Asset Management:
- Growth Advantage
- - Parametric Portfolio Associates:
- Parametric Custom Core Calvert International Responsible Index
- Parametric Custom Core U.S. Large Cap Core Responsible Index
- Parametric U.S. Treasury Ladder (1-12 Months and 1-24 Months)
- Emerging Markets High Dividend Value Equity
- - Uniplan Investment Counsel:
- High Income Total Return Portfolio (HITR)
Hunter Hager, the Head of Asset Manager Solutions at SMArtX, stated, "This month we significantly grew our manager marketplace with new investment products. Not only are we expanding our investment offerings with these new products, but we are also providing advisors with an essential toolkit that helps them enhance their practices and deliver uniquely differentiated value to each client."
By continuously expanding its ties with various asset managers, SMArtX ensures that its platform remains at the cutting edge, offering the flexibility advisors need to navigate the complexities of today’s market. The latest enhancements not only increase the variety of investment opportunities available but also reinforces SMArtX's commitment to optimizing the way managed accounts are operated.
To delve deeper into the extensive offerings, interested parties can visit the SMArtX Manager Profiles page, where they can find the comprehensive details about the new strategies. As a recognized leader in the managed accounts technology space, SMArtX Advisory Solutions remains dedicated to delivering cutting-edge, user-friendly solutions aimed at improving operational efficiency and supporting businesses in achieving remarkable growth.
In an environment where customized investment strategies are in high demand, SMArtX stands out by providing the necessary tools and resources advisors need to effectively manage client accounts while expanding their investment portfolios. The focus on innovative technology coupled with a broad spectrum of strategies positions SMArtX as a vital partner for RIAs, asset managers, and financial technology firms across the industry.