SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from Seven Leading Asset Management Firms

Audio By Carbonatix

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Oct 3, 2024--

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 318 distinguished asset management firms.

Newcomers Bernzott Capital Advisors, Brooklyn Investment Group, Crawford Investment Counsel, Private Capital Management, and Victoria Capital Management added strategies spanning across multiple categories including small cap value, tax-advantaged equities and fixed income, dividend yield, small cap equity, equity income, and thematic growth. Invesco Advisers and JAG Capital Management also expanded their current offerings to respectively include high yield corporate bond portfolios and a small mid cap growth strategy.

The full list of new strategies includes:

• Bernzott Capital Advisors
  • US Small Cap Value
• Brooklyn Investment Group
  • Tax Advantaged Equity
  • Tax Advantaged Balanced (Equities & Municipal Bond Ladders)
  • Tax Advantaged Balanced (Equities & Active Municipal Bond Strategies)
• Crawford Investment Counsel
  • Dividend Yield
  • Small Cap
• Invesco Advisers
  • BulletShares High Yield Corporate 0-3 Year Portfolio
  • BulletShares High Yield Corporate 0-5 Year Portfolio
  • BulletShares High Yield Corporate 0-7 Year Portfolio
• JAG Capital Management
  • Small Mid Cap Growth
• Private Capital Management
  • Harmonic Equity Income Plus
• Victoria Capital Management, Inc.
  • Thematic Growth Equity

Brad Haag, Executive Vice President of Manager Solutions, said “We’re excited to have a strong start to the fourth quarter with these additions to our platform from both new and existing asset managers. These strategies expand the offerings available on our platform and empower advisors by providing them with a wide range of solutions to meet the needs of their clients.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,514 strategies offered by our 318 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/.

View source version on businesswire.com:https://www.businesswire.com/news/home/20241003193931/en/

CONTACT: Maggie Thompson

[email protected]

KEYWORD: FLORIDA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE FINTECH ASSET MANAGEMENT CONSULTING ACCOUNTING

SOURCE: SMArtX Advisory Solutions

Copyright Business Wire 2024.

PUB: 10/03/2024 12:01 PM/DISC: 10/03/2024 12:02 PM

http://www.businesswire.com/news/home/20241003193931/en