SMArtX Advisory Solutions Expands Manager Marketplace With 12 New Strategies From Seven Leading Asset Management Firms

Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management Join the SMArtX Platform

WEST PALM BEACH, Fla.–(BUSINESS WIRE)–#AdvisorTech–SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 12 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,514 strategies from 315 distinguished asset management firms.

Newcomers Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management respectively added municipal, large cap growth, global environmental, US equity, and income growth strategies to the platform. Existing managers ARS Investment Partners and Thompson Capital Management have also expanded their offerings to include small cap and tactical large cap growth.

The full list of new strategies includes:

• ARS Investment Partners
  • Focused Small Cap
• Clinton Investment Management
  • Municipal Credit Opportunities
  • Municipal Market Duration
  • Municipal Short Duration
• Macquarie
  • Delaware Ivy Large Cap Growth SMA
• Pictet Asset Management
  • John Hancock Global Environmental Opportunities
• Rockefeller Asset Management
  • US Equity
  • US Small Cap Core Equity
  • US Small Cap ESG Equity
  • US Small-Mid Cap Equity
• Thompson Capital Management, LLC
  • TCM LHA Tactical Q
• Verity Investment Management
  • Core Income Growth

Dan Phillips, CFA, Chief Investment Officer of SMArtX, stated, “With this most recent set of new strategies added to the SMArtX manager marketplace, we continue our efforts to both broaden and deepen the opportunity set of fulfillment options for our advisors to meet their clients’ specific needs.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,514 strategies offered by our 315 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 https://www.smartxadvisory.com/.

Contacts

Tina Powell

[email protected]
201-212-0072