As we prepare for the New Year, the SMArtX Investment Solutions team has published its 2025 Annual Outlook, addressing the key questions investors face in a post-election landscape. Explore the full report here-> https://hubs.li/Q02ZG_wm0 #SMArtX #FinTech #InvestmentSolutions
SMArtX Advisory Solutions
金融服务
West Palm Beach，Florida 3,273 位关注者
SMArtX Advisory Solutions is an award-winning innovator of UMA technology and architect of the SMArtX and SMArtY TAMPs.
关于我们
SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform. Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.
- 网站
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https://www.smartxadvisory.com
SMArtX Advisory Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- West Palm Beach，Florida
- 类型
- 私人持股
- 创立
- 2018
- 领域
- UMA、SMA、TAMP、Wealth Management、FinTech、WealthTech、Billing、Model Marketplace和Tax Harvesting
地点
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主要
获取路线
105 S. Narcissus Ave
#701
US，Florida，West Palm Beach，33401
SMArtX Advisory Solutions员工
动态
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The SMArtX Team is heading to San Francisco for IMPACT?2024. Come meet us at booth 628 to learn how SMArtX’s technology is transforming the managed account space. Brett Murray, Brad Haag, Jacqueline Burke, Hunter Hager, Daniel Phillips
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SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from 8 Leading Asset Management Firms! We're thrilled to announce newcomers Columbia Threadneedle Investments, US, First Trust Direct Indexing, Innovator ETFs?, and Krilogy to the SMArtX platform! Their additions along with others bring our total offering to 1,518 strategies from over 300 distinguished asset managers. Check out the entire list ? https://hubs.li/Q02Xz4VC0 #SMArtX #ManagerSolutions #UMA
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Our team is excited to announce that last night the #SMArtY Platform was selected as a winner of the 2024 MMI/Barron’s Industry Award in the Technology/Solutions Provider of The Year category! We would like to extend our gratitude to Money Management Institute and our key contributors who have helped in growing our platform. Learn more about the award selection process here: https://hubs.li/Q02TSpKC0 #MMIIndustryAwards #SMArtX
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SMArtX Advisory Solutions Welcomes Allspring Global Investments to the SMArtY Platform Allspring Global Investments becomes the manager-sponsored platform's exclusive direct indexing solution. Read more ? https://hubs.li/Q02SXBpz0 #SMArtX #SMArtY #DirectIndexing
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"SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from 7 Leading Asset Management Firms We're thrilled to announce newcomers @ Bernzott Capital Advisors, @ Brooklyn Investment Group, @ Crawford Investment Counsel, @ Private Capital Management, and @ Victoria Capital Management to the SMArtX platform! Their additions along with others bring our total offering to 1,514 strategies from over 300 distinguished asset managers. Check out the entire list ?https://hubs.li/Q02S1Mjt0 #SMArtX #ManagerSolutions #UMA"
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"SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from 7 Leading Asset Management Firms We're thrilled to announce newcomers @ Bernzott Capital Advisors, @ Brooklyn Investment Group, @ Crawford Investment Counsel, @ Private Capital Management, and @ Victoria Capital Management to the SMArtX platform! Their additions along with others bring our total offering to 1,514 strategies from over 300 distinguished asset managers. Check out the entire list ?https://hubs.li/Q02S1Mjt0 #SMArtX #ManagerSolutions #UMA"
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The countdown is on for the Money Management Institute Annual Conference, happening October 15-17, and we’re proud to attend as a Cobalt Partner! This prestigious event is a gateway to the future of investment advice & next-gen solutions, and we’re excited to help lead the way. See you there! Brad Haag David Robinson Brett Murray Hunter Hager Jacqueline Burke #MMIAnnualConference
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We are honored to be recognized among the innovators shaping the future of financial services. SMArtX is proud to be named a finalist for the ThinkAdvisor LUMINARIES Awards, Class of 2024, in the following categories: -Technology Platforms, Products and Services > Portfolio Management, Accounting, and Performance Reporting Firm Award - Innovation > SMArtX Advisory Solutions -Technology Platforms, Products and Services > Individual Award > Executive of the Year > Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions Explore the full list of finalists here: https://lnkd.in/gcZRCnp2 #TALuminaries #FinancialServices
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We are excited to be heading to Austin as a Tech Sponsor for the Citywire RIA CIO Summit, September 26 -27! We’ll explore new investment ideas, emerging developments in RIA tech, and more with some of the most influential CIOs and investment teams from the industry’s fastest-growing RIAs. If you are attending the conference, stop by our table to connect with the SMArtX team! You can also schedule time ahead of the event by reaching out to Brad Haag or Brett Murray. Looking forward to connecting with everyone! #CitywireRIA
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