Press release

SMArtX Continues Expanding Its Model Marketplace, Adding 29 New Strategies From 7 Leading Asset Management Firms

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SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 29 strategies offered by seven leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,475 strategies from over 300 distinguished asset management firms.

Newcomers Mondrian Investment Partners Limited and Sound Income Strategies now offer equity and fixed income strategies. Meanwhile, existing partners Allspring Global Investments, BlackRock, OneAscent Investment Solutions, Russell Investment Management, and WisdomTree added strategies focusing on a range of themes including equity, allocation, fixed income, and indexing.

The full list of new strategies includes:

  • Allspring Global Investments

    • CoreBuilder Muni Income

    • Corporate Ladder (1-10 years)

    • Corporate Ladder (1-5 years)

    • Municipal Ladder (1-10 years)

    • Municipal Ladder (1-20 years)

    • Municipal Ladder (1-7 years)

    • Treasury Ladder (0-1 year)

    • Treasury Ladder (0-2 years)

    • Treasury Ladder (0-6 Months)

    • Treasury Ladder (1-10 years)

    • Treasury Ladder (1-5 years)

  • BlackRock

    • Target Allocation ESG ETF – 20/80

    • Target Allocation ESG ETF – Fixed Income

  • Mondrian Investment Partners Limited

    • International Equity ADR

  • OneAscent Investment Solutions

    • Large Cap Index

  • Russell Investment Management

    • Personalized 60/40 Core Allocation SMA

    • Personalized 60/40 DI Core Allocation SMA

    • Personalized 70/30 Core Allocation SMA

    • Personalized 70/30 DI Core Allocation SMA

    • Personalized Municipal Ladder 1–10 Year SMA

    • Personalized Municipal Ladder 1–5 Year SMA

    • Personalized Treasury Ladder 1–10 Year SMA

    • Personalized Treasury Ladder 1–5 Year SMA

  • Sound Income Strategies

    • Core

    • Core Plus

    • Dividend River

    • Income Plus

    • Total Return

  • WisdomTree

    • Siegel-WisdomTree Moderate

Brad Haag, Executive Vice President of SMArtX, stated, “At SMArtX, we are continuously expanding our comprehensive and diverse manager marketplace to fit the specific needs of our clients. We are pleased to introduce these new strategies on our platform, which reflects our goal to provide clients with a wide range of solutions from well-respected managers in the industry.”

For more information, download our latest Manager Profiles to explore the 1,475 strategies offered by our 300 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.