SMArtX Unveils New Investment Strategies Boosting Managed Accounts Platform
Discover the latest strategic additions by SMArtX Advisory Solutions as they diversify investment options, enhancing client experiences.
The financial landscape is rapidly evolving, and SMArtX Advisory Solutions proves once again how it expertly navigates this dynamic environment by adding seven innovative strategies to its Manager Marketplace. These strategic additions stem from four prominent asset management firms, diversifying the platform and ensuring that financial advisors can craft increasingly personalized portfolios for their clients. According to PR Newswire, the newcomers promise to elevate the marketplace experience.
A Strategic Expansion of Offerings
SMArtX, a trailblazer in managed accounts technology based in West Palm Beach, Florida, continues its mission to expand and innovate its marketplace, now boasting 1,566 strategies from 322 prominent asset management firms. With the inclusion of firms like J.P. Morgan Asset Management, KraneShares, and ZEGA Investments, SMArtX is ensuring a rich variety of investment strategies tailored to advisors’ needs.
New Strategies on the Horizon
Breaking ground within the SMArtX platform, RSW Investments added a market duration strategy, promising robust and stable offerings to clients. Meanwhile, J.P. Morgan has expanded its portfolio with an equity income strategy, and KraneShares has unleashed a lineup of strategic wealth products catering to various risk profiles, such as balanced, cautious, conservative, and growth. ZEGA Investments rounds out the additions with an ETF Dividend Max strategy.
Adapting to High Demand and Customization Needs
Brad Haag, the Executive Vice President of Asset Manager Solutions at SMArtX, echoes the excitement, “The SMArtX Manager Marketplace is now more equipped than ever, offering advisors a rich tapestry of options to serve every client’s unique investment needs.” This adaptability positions SMArtX as a key player in the expanding horizon of digital fiduciary solutions.
Driving Efficiency with Cutting-Edge Technology
SMArtX’s growth is complemented by its robust technology platform, leveraging an API-first, cloud-native architecture. Such innovation translates into customizable solutions and streamlined processes, empowering clients to seamlessly manage accounts, billing, and distribution, thus enhancing operational efficiencies across various financial functions.
Commitment to Client Success
The firm’s dedication to client success is evident in its continuous effort to provide forward-thinking solutions. Partnering with institutional asset managers, RIAs, and FinTech companies, SMArtX generates an empowering financial ecosystem—allowing these entities to flourish with scalable, innovative technology.
Such partnerships and technological advances fortify SMArtX’s reputation, ensuring it remains at the forefront of the financial service industry, helping firms innovate, optimize, and grow.
With these strategic expansions, SMArtX is not just meeting the existing demand but anticipates and prepares for the future needs of the financial services industry.
