In today’s dynamic and ever-changing financial landscape, individuals and businesses are seeking innovative solutions to optimize their financial strategies.
SmartX Advisory Solutions emerges as a frontrunner in the realm of financial planning, offering cutting-edge services tailored to meet the diverse needs of clients.
SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).
SmartX Advisory Solutions: Revolutionizing Financial Planning
SmartX Advisory Solutions is a premier financial advisory firm that prides itself on its forward-thinking approach and client-centric philosophy.
It delivers a comprehensive solution or complements existing technologies to provide firms with a modern, simplified middle and back office operations application.
With a team of seasoned financial experts and industry professionals, SmartX provides a comprehensive suite of services designed to empower clients to make informed financial decisions and achieve their goals.
Key Features and Services
SMArtX Advisory Solutions, an innovative company providing unified managed account technology, has developed the SMArtX Transfer Asset Management Platform (TAMP).
It offers the following key features and services:
Personalized Financial Planning
SmartX offers personalized financial planning services that take into account each client’s unique financial situation, goals, and risk tolerance.
By conducting a thorough analysis, SmartX develops tailored strategies to help clients achieve financial success.
Investment Management
SmartX provides expert investment management services, leveraging advanced analytics and market insights to maximize returns while managing risk effectively.
Clients benefit from a diversified investment portfolio structured to align with their objectives.
Retirement Planning
SmartX specializes in retirement planning, guiding clients through the complexities of retirement savings, income planning, and wealth preservation.
By crafting customized retirement plans, SmartX ensures that clients are well-prepared for their golden years.
Tax Optimization Strategies
SmartX helps clients optimize their tax strategies and minimize tax liabilities through strategic planning and proactive measures.
By staying abreast of tax laws and regulations, SmartX identifies opportunities to maximize tax savings.
Estate Planning
SmartX offers comprehensive estate planning services to help clients protect and transfer their wealth efficiently.
By creating tailored estate plans, clients can safeguard their assets and ensure a smooth transfer of wealth to future generations.
Modular Architecture And Customized Technology
SMArtX provides a highly scalable, modular infrastructure that allows clients to customize their platform to their specific operational needs, including unique functionality and strategy options.
SMArtX allows clients to create customized multi-strategy portfolios for each client based on their specific investment objectives.
Clients can also use customized indicators, strategies and applications, or use third-party trading plug-ins and add-ons to implement their own trading ideas and goals.
Open API And Institutional Money Managers
SMArtX provides an open API that allows clients to share data, improve operational efficiency, integrate third-party vendors of their choice, and customize their platform to meet their needs.
SMArtX provides model market access to over one thousand third-party investment strategies run by the world’s largest asset managers.
SMArtX Advisory Solutions Adds New Strategies to Its Manager Marketplace
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has expanded its platform with 23 strategies from seven top asset management firms.
The platform now offers 1,350 strategies from over 300 asset management firms.
Richard Bernstein Advisors is introducing a global risk-balanced moderate strategy from their ETF product suite.
Several existing firms, including BlackRock, Capital Research and Management Company, Franklin Advisers, iSectors, Stansberry Asset Management, and WCM Investment Management, collectively added 22 strategies to the platform.
These strategies cover themes across international and U.S. equity, fixed income, and cryptocurrency.
The full list of new strategies includes:
BlackRock
Corporate Ladder Taxable Fixed Income 1-10 Year
Corporate Ladder Taxable Fixed Income 1-5 Year
Intermediate Municipal Fixed Income
Intermediate Taxable Fixed Income
Laddered Municipal Fixed Income 1-10 Year
Laddered Municipal Fixed Income 1-5 Year
Laddered Municipal Fixed Income 10-20 Year
Laddered Municipal Fixed Income 5-15 Year
Capital Research and Management Company
Active-Passive Conservative Growth & Income F-3
Active-Passive Conservative Income & Growth F-3
Active-Passive Conservative Income F-3
Active-Passive Growth & Income F-3
Active-Passive Growth F-3
Active-Passive Moderate Growth & Income F-3
Active-Passive Moderate Growth F-3
Active-Passive Preservation F-3
Franklin Advisers, Inc.
Municipal Ladder 1-15 Year
Municipal Ladder 1-7 Year
Municipal Ladder 5-20 Year
iSectors, LLC
CryptoBlock® Allocation
Richard Bernstein Advisors
Global Risk-Balanced Moderate ETF Strategy
Stansberry Asset Management (SAM)
SAM Tactical Select
WCM Investment Management
International Quality Value
Some of the strategies were updated prior to this as well, the full list of new strategies includes:
AllianceBernstein
Municipal High Quality Intermediate Duration
Municipal High Quality Long Duration
Municipal High Quality Short Duration
Municipal Ladders 1-10 Years
Municipal Ladders 1-15 Years
Municipal Ladders 1-5 Years
Dearborn Partners
All Cap
Balanced Income 60/40
Balanced Income 80/20
Concentrated Balanced Income 60/40
Concentrated Balanced Income 80/20
Multi-Asset Income
Tax Bridge 2+3
Kensington Asset Management
Defender
New Capital by EFG Asset Management
US Small Cap Growth
Russell Investment Management
Personalized Core Equity SMA
Personalized DI All Cap SMA
Personalized DI Core Equity SMA
Personalized DI International SMA
Personalized DI Large Cap Growth SMA
Personalized DI Large Cap SMA
Personalized DI Large Cap Value SMA
Personalized International SMA
Personalized Large Cap SMA
Personalized Small/Mid Cap SMA
Trillium Asset Management
ESG Core Equity
Conclusion
SmartX Advisory Solutions stands out as a pioneering force in the financial advisory landscape, offering a comprehensive range of services that cater to the diverse needs of clients.
With a focus on personalized financial planning, investment management, retirement planning, tax optimization strategies, and estate planning, SmartX empowers clients to navigate the complexities of financial management with confidence and clarity.
Just like nutanix aos used brand new IT technology to change people’s existing lifestyles
Experience the difference with SmartX Advisory Solutions and embark on a journey towards financial success and security.
FAQ
Who is the CEO of SMArtX Advisory Solutions?
Who is the CEO of SMArtX Advisory Solutions?
The CEO of SMArtX Advisory Solutions is Evan Rapoport, who is also one of the co-founders of the company.
He has over 20 years of experience in the financial services and wealth management industry.
He also has held several senior positions such as CEO of HedgeCo Networks, President of HedgeCo Securities, and CEO of HedgeCoVest.
What does SMArtX do?
What does SMArtX do?
SMArtX is an innovative company that provides unified managed account technology and has developed the SMArtX Transitional Asset Management Platform (TAMP).
Its technology provides clients in the financial services and wealth management industries with a highly scalable, modular infrastructure that meets their specific operational needs.
SMArtX Advisory Solutions can provide a complete solution, or complement existing technology, to provide clients with a modernized, streamlined middle and back office operational application.
When was SMArtX founded?
When was SMArtX founded?
SMArtX was founded in 2017 and it was co-founded by Evan Rapoport and Jonathan Pincus.
It is based on HedgeCoVest, a platform that offers real-time copy trading and was the winner of the 2015 Barclays Bank Innovation Award.
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