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New Strategies at SMArtX Advisory Solutions

SMArtX Advisory Solutions, renowned for its innovative approach in the world of managed accounts technology, recently made headlines as they continue to enhance their Manager Marketplace. As of June 10, 2025, the platform has welcomed four exciting new strategies from three reputable asset management firms, further broadening the array of investment options available to clients.

A Growing Platform

With this latest addition, SMArtX now boasts over 1,532 strategies from a diverse group of 319 distinguished asset management firms. This is a significant milestone for the company, which prides itself on offering a comprehensive suite of solutions tailored to meet the unique needs of financial advisors and their clients.

The new offerings include:

• - Day Hagan Asset Management: Two strategies, Defined Outcome and Smart Core Equity, designed for investors seeking defined returns and equity exposure.
• - Loomis Sayles & Company: Launching their Long/Short Growth Equity strategy, aimed at those looking to navigate market volatility while pursuing growth opportunities.
• - WCM Investment Management: Presenting the Select Global Growth (SGG) strategy, which caters to those looking to capitalize on global market trends.

Executive Insights

Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, expressed his enthusiasm for the expansion. He stated, "As the second quarter wraps up, we're thrilled about the continued growth of our Manager Marketplace. This expansion is not just about increasing options; it's about creating value and unique opportunities for asset managers to differentiate their offerings. Moreover, it empowers financial advisors to develop customized portfolios that truly meet their clients' needs. We are eager to maintain this positive trajectory into the third quarter!"

Opportunities for Advisors

The enhancements to the SMArtX platform provide a range of benefits for advisors. By incorporating these new strategies, advisors can better tailor investment solutions that align with their clients' financial goals, risk tolerances, and market outlooks. The continuously evolving nature of the platform ensures that advisors have access to the latest strategies and tools needed to remain competitive in the ever-changing financial landscape.

For a closer look at the 1,532 strategies currently available, interested individuals can explore the SMArtX Manager Profiles. Here, they can also download the latest insights and detailed information on each strategy offered.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions stands at the forefront of managed accounts technology, providing an award-winning unified managed accounts (UMA) platform that is both API-first and cloud-native. This modern infrastructure utilizes a modular, microservices architecture, allowing firms the flexibility to configure solutions suited to their specific operational requirements.

Targeting institutional asset managers, registered investment advisors (RIAs), fintech companies, and custodians, SMArtX offers scalable solutions aimed at optimizing managed account trading, enhancing client account billing processes, and simplifying investment product distribution. Their technology is recognized for boosting operational efficiency through automating workflows and streamlining daily account management tasks.

Additionally, SMArtX licenses its proprietary technology to enterprise firms looking to build or modernize their managed accounts infrastructure, thereby enabling them to improve their operations and drive growth effectively.

Their commitment to providing innovative technology solutions continues to position SMArtX as a trusted partner for RIAs, broker-dealers, asset managers, custodians, and fintech firms.

For further details on how SMArtX can support your investment strategies, please visit the official SMArtX Advisory Solutions website.