Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

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

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 its investment management platform.

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TAN worked closely with SMArtX’s Chief Investment Strategist Pascal Roduit and the OCIO (Outsourced Chief Investment Officer) team to carefully curate specific investment strategies, which can be combined with TAN’s internally run strategies in a UMA. Through this integration, TAN advisors can now access a more extensive array of investment models, tools, and technology to facilitate investment selection and management.

“We are excited to work with an industry leader like Thrivent Advisor Network and look forward to developing a long, deep relationship,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “TAN advisors can now reap the benefits of SMArtX best-in-breed technology solutions, which meets today’s market demands and capitalizes on new investment opportunities—designed to bring their practices to an entirely new level.”

“This partnership is just the latest example of how Thrivent Advisor Network harnesses technology so our advisors can focus on what they do best—serving their clients,” said Luke Winskowski, Head of Thrivent Advisor Network. “Our advisors are already using SMArtX to access our turnkey asset management solutions and we look forward to developing the partnership further as both SMArtX and TAN continue to evolve.”

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TAN will be able to leverage the SMArtX functionality not typically found in the managed accounts industry, including access to real-time trading at scale operations, tax-loss harvesting at the individual tax lot level, intra-day sleeve-level performance reporting, and more.

By utilizing SMArtX, TAN’s platform delivers new efficiencies to help its advisors reduce the operational resources required to manage client accounts and redirect them to revenue-producing activities. SMArtX’s real-time capabilities are not only a service but revolutionize the investment management process and help advisors scale their businesses.

More importantly, TAN advisors maintain the option of choosing integrated performance reporting from SS&C Advent’s Black Diamond reporting software or Orion Portfolio Solutions.

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