SMArtX's TAMP Introduces 24 New Strategies to its Model Marketplace

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Jun 08, 2023, 16:46 ET

Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management Join the Platform

WEST PALM BEACH, Fla., June 8, 2023 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), today announced it has added 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management joining the SMArtX model marketplace. The platform now features 1,219 strategies from 292 asset management firms.

The new firms are adding several distinctive, limited distribution strategies, including Baillie Gifford's International Alpha ADR and Carrick Lane's Put Writing strategies. Tom Johnson Investment Management is offering a comprehensive suite of fixed income solutions, while industry heavyweight MFS Investment Management is delivering a mix of six strategies focused on both domestic and international markets.

The SMArtX platform also welcomes 10 strategies from existing asset management firms Broxton Capital Advisors, Madison Investment Advisors, and WisdomTree Asset Management. These firms continue to deepen their presence on the platform as SMArtX continues to expand its scope within the managed accounts industry.

"SMArtX remains steadfast in supplying avenues that provide advisors with access to top-tier asset management firms, as evidenced by our recently announced relationship with TradePMR," remarked Evan Rapoport, the Founder and CEO of SMArtX Advisory Solutions. "It is a pleasure to welcome these new firms to our platform and continue to deliver institutional-quality asset management to our clients."

The full list of new strategies includes:

Baillie Gifford

International Alpha ADR

Broxton Capital Advisors

Smart Yield

Carrick Lane

Put Writing

Madison Investment Advisors

Large Cap
Dividend Income
International Equity ADR
Mosaic ETF Aggressive
Mosaic ETF Growth
Mosaic ETF Moderate Growth
Mosaic ETF Moderate
Mosaic ETF Conservative

MFS Investment Management

Large Cap Value
Large Cap Growth
Research International ADR
Mid Cap Growth
Research Core
Equity Income

Tom Johnson Investment Management

Intermediate Fixed Income
Fixed Income
Short Term Investment Portfolio
Balanced Portfolio
Core Relative Value
Diversified Stock Income

WisdomTree Asset Management

U.S. Factor

SMArtX's continued growth is driven by several applications of its technology: tailored UMA technology solutions delivered through APIs to meet the mandates of large enterprises and RIA platforms; custom platforms built to cater to hybrid broker-dealers; and an off-the-shelf TAMP offering for individual RIAs.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP'). SMArtX's API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product 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, and asset managers. Learn more at www.smartxadvisory.com

SOURCE SMArtX Advisory Solutions