Type to search

SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies

SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 14 New Strategies

Addition of New Crypto Strategy Continues to Differentiate SMArtX Platform from All Others

SMArtX Advisory Solutions, a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform, announced 14 new investment strategies from 11 different firms have been added to its turnkey asset management platform (TAMP). The SMArtX platform now supports 1,016 model-traded and manager-traded separate account strategies offered from a diverse group of 248 asset managers.

SMArtX has partnered with six new firms adding Eulav Asset Management, Laurus Investment Counsel, Lord, Abbett & Co., Old West Investment Management, Newfound Research, and Scharf Investments. These new offerings are distributed and traded by SMArtX through its award-winning cloud-based solution across seven custodial platforms.

“SMArtX continues to deepen its diverse range of investment strategies with this month’s addition of equity, fixed income, asset allocation, and crypto strategies to the platform,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Our firm has always taken pride in its ability to cater to each client’s investment objectives by providing distinct and innovative investment solutions often not found anywhere else.”


Five existing firms are adding new strategies to the platform: Dana Investment Advisors, HGK Asset Management, IDX Insights, Lear Investment Management, and LMCG Investments.

The complete list of new strategies include:

  • Dana Investment Advisors
    • ESG Balanced Asset Allocation
  • Eulav Asset Management
    • Value Line Infrastructure Portfolio
  • HGK Asset Management
    • HGK Large Cap Value Equity
  • IDX Insights
    • IDX Risk-Managed Ethereum Index
  • Lear Investment Management
    • Strategic Income
  • Laurus Investment Counsel
    • US Small Cap
  • LMCG Investments
    • Diversified Equity Income
  • Lord, Abbett & Co.
    • Intermediate Municipal SMA*
  • Old West Investment Management
    • All Cap Opportunity
  • Newfound Research
    • Newfound Structural Alpha Conservative (20/80)
    • Newfound Structural Alpha Conservative Growth (40/60)
    • Newfound Structural Alpha Moderate Growth (60/40)
    • Newfound Structural Alpha Growth (80/20)
  • Scharf Investments
    • Sustainable Value

* Indicates manager traded SMA only

SMArtX’s continued growth is driven by two main applications of its technology: the off-the-shelf TAMP offering, which is built using SMArtX Advisory Solutions’ proprietary UMA technology, and the ability to further deploy that tailored UMA technology through APIs to meet the mandates of large enterprises, RIA platforms, and hybrid broker-dealers.

SMArtX President & COO Jonathan Pincus emphasized that “the ability to effectively gain access to and continuously trade strategies in volatile markets has become a necessity for advisors growing their practice. Instead of spending hours or even days moving in and out of positions across accounts, we leverage technology to decrease the operational burden of trading, and allow advisors more time to find and cater to clients.”

Source: SMArtX Advisory Solutions


Related Articles

Leave a Comment

Your email address will not be published. Required fields are marked *