SMArtX announces 14 new investment strategies

SMArtX Advisory Solutions, architect of TAMP, the SMArtX turnkey asset management platform and a major innovator in unified managed accounts (UMA) technology, added 14 new investment strategies, with crypto strategies at focus, Invezz learned from a press release.

TAMP added 11 different companies, with which the SMArtX platform supports more than a thousand model-traded and manager-traded separate account strategies from a diverse group of 248 asset managers.

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Partnership with six new firms

SMArtX has partnered with six new firms: Laurus Investment Counsel, Eulav Asset Management, Old West Investment Management, Lord, Abbett & Co., Newfound Research, and Scharf Investments. The UMA technology innovator distributes and trades these new offerings on seven custodial platforms through its award-winning cloud-based solution.

Evan Rapoport, CEO of SMArtX Advisory Solutions said:

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. 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.

Continued growth driven by TAMP and APIs

Two main technological applications drive SMArtX’s continued growth: the off-the-shelf TAMP offering, developed using SMArtX Advisory Solutions’ proprietary UMA technology, and the capability to utilize that customized UMA technology further through APIs to meet the needs of RIA platforms, large enterprises, and hybrid broker-dealers.

SMArtX President & COO Jonathan Pincus said:

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.