SMArtX Advisory Solutions Expands Manager Marketplace with 8 New Strategies from Two Leading Asset Management Firms

SMArtX Kicks Off the New Year with New Strategies added to the Platform

SMArtX Advisory Solutions Expands Manager Marketplace with 8 New Strategies from Two Leading Asset Management Firms

Marni Dacy
marni@growintentionally.com

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 8 new strategies from two leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,531 strategies from 322 distinguished asset management firms.

Oak Associates added large cap growth, small cap growth, and technology strategies to their lineup on the platform and Victoria Capital Management expanded their roster with a growth and income strategy as well as a suite of risk-based, target return strategies.

The full list of new strategies includes:

• Oak Associates
  • Large Cap Growth
  • Small Cap Growth
  • Technology Select
• Victoria Capital Management
  • Growth & Income
  • Target Return Conservative
  • Target Return Growth
  • Target Return Income
  • Target Return Moderate

Jonathan Pincus, CEO of SMArtX Advisory Solutions, said, “We are excited to start the year with these additions from Oak Associates and Victoria Capital Management. These new strategies expand our offerings from existing partners and help us to provide advisors with a comprehensive and diverse marketplace to meet their specific needs.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,531 strategies offered by our 322 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 https://www.smartxadvisory.com/.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250109286306/en/