Tag : SMArtX

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

Sudipto Ghosh
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 Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
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
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
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SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
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
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SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
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,......
SMArtX Appoints Industry Veteran to Serve as New President and COO
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SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
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