Search Results for: SMArtX

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
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SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform (TAMP), announced today a new Austin, Texas office and the recent addition of four new strategic hires to further position itself for rapid industry growth. The hires include Brad Haag as......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
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