SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms

Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform

WEST PALM BEACH, Fla.–(BUSINESS WIRE)–SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset management firms.

Brad Haag, Executive Vice President of SMArtX, stated, “This expansion is a milestone for SMArtX, underlining our dedication to continuously adapt to the evolving needs of our clients. We are excited to launch a broad spectrum of new strategies, including additional direct indexing solutions and active ETF model portfolios, which will greatly benefit advisors and their clients.”

Newcomers Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers are now offering equity, fixed income, and direct indexing solutions. Meanwhile, existing partners Chilton Capital Management, Fidelity Institutional, Franklin Advisers, Principal Global Investors, Sterling Capital Management, Syntax, T. Rowe Price Associates, and Zacks Investment Management added strategies focused on a range of themes including equity, allocation, fixed income, and indexing.

The full list of new strategies includes:

• Allspring Global Investments
  • Equity Premium Income
  • Global Dividend Payers
  • Large Core
  • Large Value
  • LT Fundamental Dividend
  • LT Large Cap Fundamental
  • LT Large Cap Growth
  • Mid Value
  • SMArt All Cap 3000
  • SMArt Large Blend 1000
  • SMArt Large Core 500
  • SMArt Large Core 500 ESG Screened
  • SMArt Large Growth 1000
  • SMArt Large Value 1000
  • SMID Core
• Aperio Group
  • Developed World
  • Developed World ex U.S.
  • Developed World SRI
  • Domestic Quality
  • Domestic Quality Light
  • Foreign Developed ex Ca Quality Light
  • Foreign Developed ex Canada
  • Foreign Developed SRI Non-Tax
  • Global
  • Global ex U.S.
  • Global ex U.S. Quality
  • Global ex U.S. Quality Light
  • Global Min Vol (Value Tilted)
  • Global Natural Resources
  • Global Quality
  • Global SRI
  • High Dividend Yield – Domestic
  • High Dividend Yield – Global
  • Total U.S. Market
  • Total U.S. Market (Quality)
  • Total U.S. Market SRI
  • U.S. Large & Mid Cap
  • U.S. Large Cap
  • U.S. Large Cap SRI
• Chilton Capital Management
  • Strategic Equity
• Fidelity Institutional
  • Target Allocation 100/0 (I) Model Portfolio
  • Target Allocation Blended 100/0 (I) Model Portfolio
• First Trust Investment Solutions
  • Custom Options Solution
  • Large Cap Core Premium Income
  • Large Cap Growth Premium Income
  • Large Cap Sector Momentum Premium Income
  • Large Cap Value Premium Income
• Franklin Advisers, Inc.
  • Alternative Completion Portfolio
  • Core Multi Manager 100 Equity Model
  • Core Multi Manager 100 Fixed Income Model
  • Core Multi Manager 20 EQ/80 FI Model
  • Core Multi Manager 40 EQ/60 FI Model
  • Core Multi Manager 50 EQ/50 FI Model
  • Core Multi Manager 60 EQ/40 FI Model
  • Core Multi Manager 70 EQ/30 FI Model
  • Core Multi Manager 80 EQ/20 FI Model
  • Core Multi Manager Rising Rates Defense Model
  • Dynamic Income – Conservative
  • Dynamic Income – Moderate
  • Dynamic Income – Tax Advantaged Conservative
  • Dynamic Income – Tax Advantaged Moderate
• Natixis Investment Managers
  • AIA S&P Global 1500®
  • AIA S&P Global 500®
  • AIA S&P International ADR®
  • AIA S&P 1500®
  • AIA S&P 500®
• Principal Global Investors
  • Mid Cap Equity
• Sterling Capital Management
  • Intermediate Corporate SMA
  • Intermediate Government/Credit SMA
  • Small Cap Value
• Syntax
  • 17AM-SDG 9 US Infrastructure & Innovation
  • Fast Company Most Innovative Companies Index
• T. Rowe Price Associates
  • 10/90 Active Model Portfolio – I Class
  • 100 Equity Active Model Portfolio – I Class
  • 100 Fixed Income Active Model Portfolio – I Class
  • 20/80 Active Model Portfolio – I Class
  • 40/60 Active Model Portfolio – I Class
  • 60/40 Active Model Portfolio – I Class
  • 70/30 Active Model Portfolio – I Class
  • 80/20 Active Model Portfolio – I Class
• Zacks Investment Management
  • Active ETF Model – Aggressive
  • Active ETF Model – Conservative
  • Active ETF Model – Moderate
  • Active ETF Model – Moderate Aggressive
  • Active ETF Model – Moderate Conservative
  • Active ETF Model – Ultra Aggressive

For more information, download our latest Manager Profiles to explore the 1,447 strategies offered by our 300 distinguished asset management firms.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and FinTech firms. Learn more at www.smartxadvisory.com.

Contacts

Marni Dacy

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