SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
2024年7月11日 - 10:22PM
ビジネスワイヤ(英語)
Moody Aldrich Partners and Vineyard Global
Advisors Join the SMArtX Platform
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in
managed accounts technology, has announced the addition of 21 new
strategies from eight leading asset management firms to its rapidly
expanding platform. With this expansion, SMArtX’s cutting-edge
platform now offers 1,484 strategies from over 300 distinguished
asset management firms.
Newcomers Moody Aldrich Partners and Vineyard Global Advisors
bring their US equity and hedged equity strategies, respectively.
Meanwhile, existing partners Allspring Global Investments, Dana
Investment Advisors, Lord, Abbett & Co., Nuveen Asset
Management, Ocean Park Asset Management, and SMArtX Advisory
Solutions have introduced new strategies focusing on themes
including fixed income, equity, and allocation.
The full list of new strategies includes:
- Allspring Global Investments
- Dana Investment Advisors
- Lord, Abbett & Co.
- Dividend Growth
- Large Cap Value
- Moody Aldrich Partners
- Nuveen Asset Management
- 1-10 Year Municipal Ladder
- 1-15 Year Municipal Ladder
- 1-7 Year Municipal Ladder
- Ocean Park Asset Management
- Growth Allocation
- Moderate Growth Allocation
- SMArtX Advisory Solutions
- BASE Aggressive Risk
- BASE Conservative Risk
- BASE Growth Portfolio
- BASE Income Portfolio
- BASE Moderate Risk
- BASE Protection Portfolio
- Vineyard Global Advisors
- VGA Optimized Equity Alpha - Hedged
- VGA Quantitative Growth - Hedged
- VGA Quantitative Value - Hedged
- VGA Russell 3000 Enhanced Dividend - Hedged
- VGA Sector Rotation - Hedged
Brad Haag, Executive Vice President of SMArtX, stated, “As we
enter the second half of this year, we are excited to expand our
manager marketplace to meet the evolving needs of our growing
client base. We are grateful to our new and existing asset managers
for their invaluable expertise and well-respected investment
solutions that help us exceed our goals.”
For more information,
https://www.smartxadvisory.com/resources/manager-profile/ download
our latest Manager Profiles to explore the 1,484 strategies offered
by our 308 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 www.smartxadvisory.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240711155840/en/
Tina Powell Intention.ly on behalf of SMArtX
SMArtX@growintentionally.com 201-212-0072