Search
Close this search box.
SMArtX Advisory Solutions Expands Manager Marketplace with 22 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions Expands Marketplace with 22 New Strategies

SMArtX Advisory Solutions, a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,544 strategies from 323 distinguished asset management firms.

Financial  Technology Insights: Collaboration between British Business Bank and LE Capital along with Paragon Bank

Newcomers, Ancorato and NewEdge Investment Solutions each added strategies composed of structured notes. Fidelity Institutional and Northern Trust Investments also expanded their current offerings to respectively include target allocation ETF strategies and  tax-sensitive equity strategies.

The full list of new strategies includes:

  • Ancorato
    • Fixed Income Structured Notes
  • Fidelity Institutional
    • Target Allocation ETF Model 100/0
    • Target Allocation ETF Model 10/90
    • Target Allocation ETF Model 20/80
    • Target Allocation ETF Model 30/70
    • Target Allocation ETF Model 40/60
    • Target Allocation ETF Model 50/50
    • Target Allocation ETF Model 60/40
    • Target Allocation ETF Model 70/30
    • Target Allocation ETF Model 85/15
    • Target Risk ETF Aggressive Model Portfolio
    • Target Risk ETF Conservative Model Portfolio
    • Target Risk ETF Moderate Aggressive Model Portfolio
    • Target Risk ETF Moderate Conservative Model Portfolio
    • Target Risk ETF Moderate Model Portfolio
  • NewEdge Investment Solutions
    • Structured Note Advisory Portfolio (SNAP)
    • Structured Note Income Portfolio (SNIP)
  • Northern Trust Investments
    • DSP Tax-Sensitive Income
    • DSP Tax-Sensitive Income w/Moderate Growth
    • DSP Tax-Sensitive Growth w/Income
    • DSP Tax-Sensitive Growth w/Moderate Income
    • DSP Tax-Sensitive Maximum Growth

Finanacial Technology Insights: AEON and Viction Partner to Boost Adoption of Viction Assets via AEON Pay

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said “We are excited to expand the broad product offering found in our Manager Marketplace with these new strategies from reputable asset managers. Through the continued expansion of our marketplace, we are creating opportunities for asset managers to differentiate themselves while providing advisors with more ways to build portfolios tailored to their clients’ needs.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,544 strategies offered by our 323 distinguished asset management firms. 

Finanacial Technology Insights: Eastnets Launches KSA Swift Service Bureau to Support Vision 2030

To share your insights with the FinTech Newsroom, please write to us at news@intentamplify.com

Source – PRNewswire

Share With
Contact Us