SMArtX Advisory Solutions Expands Platform With 56 New Exclusive ETF Strategies and Model Portfolios


PALM WEST BEACH, Florida., July 8, 2021 / PRNewswire / – SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX (“TAMP”) turnkey asset management platform, has today announced the launch of 56 new strategies in July, bringing the total number of widely available strategies on the platform to 832.

Today’s announcement follows a year of growth for SMArtX – marking an all-time high in assets under management for $ 16.5 billion, an 864% increase over the past twelve months – and the recent launch of its Outsourced Investment Director (“OCIO”) ETF target allocation strategies.

Investment strategies have been added by newcomers to the Ballast Equity platform, Crosspoint Capital Management, Frontier Asset Management, Lyons Wealth Management, McElhenny Sheffield Capital Management and SMArtX Advisory Solutions, joining additional strategies from investment management firms. existing investment Henry James International Management, Krane Funds Advisors, Lazard Asset Management, Stringer Asset Management, T. Rowe Price Associates, Inc. and Toews Corporation.

These new offerings provide independent financial advisors and businesses with access to a wide range of international and emerging market strategies, target allocation models, tactical strategies and sector exposures in a single unified managed account (UMA). ) easy to manage. In addition, SMArtX’s best turnkey asset management platform provides a cloud-based solution to build and administer dynamic model portfolios while maximizing tax efficiency through its integrated tax batch collection tool. .

“We are delighted to reach a whole new milestone in terms of AUM and the number of strategies available on the SMArtX platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Incorporating these highly respected names, attracting the best advisors on the planet and exceeding our targets gives us reason to believe that SMArtX TAMP is by far the best outsourced solution on the market. ”

SMArtX’s continued growth is driven by two main applications of its technology: the standard TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy this bespoke UMA technology through APIs to respond to mandates. large companies, RIA platforms and hybrid brokers.

“Advisors deserve to have access to better services, solutions, exchanges and customer support without the need for additional investments,” said Jonathan pincus, President and Chief Operating Officer of SMArtX. “This is why we have seen tremendous growth and significant demand for our platform, particularly from the RIA channel and secessionist companies who prioritize the competitive advantages of a modern technology stack.”

About SMArtX Consulting Solutions
SMArtX Advisory Solutions is the next generation managed account technology provider and operates SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative direct index strategies. and liabilities in a unified managed account structure. The company is also licensing its proprietary managed account technology to help businesses replace legacy technology and power multiple investment platforms for RIAs, brokers and asset managers. Learn more at

SOURCE SMArtX Consulting Solutions

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