SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology, is helping asset managers and advisors work together more smoothly than ever. The company recently announced that its Manager Marketplace now features stand-alone mutual funds, ETFs, and closed-end funds, creating new opportunities for asset managers to showcase their products while giving advisors better tools and insights to build smarter, more diversified portfolios for their clients.
With this expansion, advisors can now access a wider range of research and analytics, all in one place. SMArtX’s Manager Research Center allows asset managers to share detailed fund information, showcase performance data, and present literature in an easy-to-navigate format. Advisors can then seamlessly integrate these funds into client proposals, saving time and effort while making more informed decisions.
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“Adding these new fund options allows asset managers to showcase their full suite of offerings while giving advisors the tools they need to serve their clients better,” said Brad Haag, Executive Vice President and Head of Distribution. “SMArtX has grown into a complete portfolio solution, helping managers highlight everything they offer not just SMAs and strategist portfolios.”
By adding ETFs, open-end mutual funds, and closed-end funds including semi-liquid options—SMArtX is taking another step toward its mission of making portfolio management seamless and unified across all types of investments.. This integrated approach gives asset managers a stronger platform to reach advisors at scale, while helping advisors research, construct, and manage diversified portfolios efficiently within a streamlined workflow.
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At its core, SMArtX helps advisors research, transition, allocate, and manage investments all from one simple, custodian-neutral platform. The company’s cloud-native, modular technology delivers award-winning UMA solutions for RIAs, asset managers, and FinTech firms, simplifying workflows and modernizing the way managed accounts are traded, billed, and distributed.
With this latest update, SMArtX demonstrates its commitment to innovation and collaboration, making it easier for financial professionals to focus on what matters most: helping clients achieve their investment goals with confidence and clarity.
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