SMArtX Advisory Solutions

The countdown is on for the #MMIAnnualConference on October 15-17, and we’re proud to attend as a Cobalt Partner! This prestigious event is a gateway to the future of investment advice & next-gen solutions, and we’re excited to help lead the way. See you there!

We are honored to be recognized among the innovators in #financialservices! SMArtX is proud to be a finalist for the @ThinkAdvisor LUMINARIES Awards Class of 2024 in two categories. See all the finalists here: event.thinkadvisor.com/lumin… #TALuminaries

We are excited to be heading to Austin as a Tech Sponsor for the @CitywireRIA CIO Summit next week to explore new investment ideas, emerging developments in RIA tech, and more. If you are attending the conference, stop by our table to connect with the SMArtX team. #CitywireRIA

Introducing our Transition Analysis Tool, simplifying complex portfolio transitions ➟ Instant Overlap Analysis ➟ Customizable Tax-Budget Scenarios ➟ Automated Tax-Aware Selling Discover how our tool can transform your portfolio management. Learn more: businesswire.com/news/home/2…

Honored to announce that the #SMArtY Platform won a #Wealthie in the #TAMPs category! We extend our gratitude to @wealth_mgmt and our key contributors @Fidelity @FTI_US @InvescoUS & @Russell_Invest for the support.

From the #Wealthies in NYC to @FutureProof_HQ Huntington Beach - the SMArtX team is on the move! Connect with us to learn about our award-winning managed accounts, including SMArtY—2024 Best TAMP winner! #FutureProof #Fintech

SMArtX Continues Expanding Its Manager Marketplace with 12 new strategies from Clinton Investment Management, @Macquarie, @PictetAM, Rockefeller Asset Management, and Verity Investment Management to the #SMArtX platform! Get the story ➔ bit.ly/3Tnd2Jj #ManagerSolutions

Announcement 📣 @SMArtXAdvisory Releases Long Term Outlook Inaugural capital market assumptions report is the first publication for the new SMArtX Investment Insights research portal, designed to support the end-to-end investment process. Learn more ➔ businesswire.com/news/home/2…

We're proud to be nominated as a @wealth_mgmt #Wealthies finalist in 3 categories! 🏆 Model Marketplaces 🏆 TAMPs 🏆 Technology Providers Good luck to all the incredible nominees. Wish us luck in NYC tonight! #Wealthies #SMArtX #UMA

Seamlessly migrate client accounts to new models while minimizing tax impact! Discover how our Transition Analysis Tool empowers advisors with powerful customization and automation. Ready for a demo? Schedule now: bit.ly/3Alml68 #WealthTech #AdvisorTech #EnterpriseTech

With the SMArtX Rebalancer, financial advisors no longer need to comb through multiple systems to uncover meaningful tax insights and portfolio analysis—it’s all available right in the SMArtX application. Learn how: smartxadvisory.com/smartx-re… #SMArtX #Rebalancer #BetterSolution

Gain key insights from #TAMP leaders at the TAMP Growth Summit TODAY! Featuring our own CEO Jonathan Pincus, these TAMP innovators are ready to share their insights on leveraging technology and automation for substantial AUM growth. Register now: bit.ly/46LMmaD

#Wealthmanagement is entering a new era of sophistication. As investors demand customized services, advisors must adapt by leveraging tech. The solution? API-first, cloud-native platforms. Read more by Jonathan Pincus in @wealth_mgmt Midyear Outlook bit.ly/3ABsxXy

ICYMI SMArtX Continues Expanding Its Model Marketplace with 22 new strategies from American Drive Model Portfolios, @cohenandsteers, @alphavee_ltd & @InvescoUS to the #SMArtX platform! Get the full story ➔ bwnews.pr/3YKDwYG #wealthtech #fintech

Gain key insights from #TAMP leaders at the TAMP Growth Summit on 8/20! Featuring our own CEO Jonathan Pincus, these TAMP innovators are ready to share their insights on leveraging technology and automation for substantial AUM growth. Register now: bit.ly/46LMmaD

🏆 SMArtX was named a finalist for the 2024 #MMI/@barronsonline's Industry Awards for Technology/Solutions Provider of the Year exemplifying innovation in delivering better outcomes for investors & financial advisors. bit.ly/4fBQ76Q #2024MMIIndustryAwards

Our NEW Transition Analysis Tool is designed to help advisors transition client accounts to new investment models with minimal tax impact. See it in action: bit.ly/3Alml68 #WealthTech #EnterpriseTech #AdvisorTech

SMArtX Continues Expanding Its Model Marketplace with 22 new strategies from American Drive Model Portfolios, @cohenandsteers, @alphavee_ltd & @InvescoUS to the #SMArtX platform! Get the full story ➔ bwnews.pr/3YKDwYG #wealthtech #fintech

We've bundled the power of SMArtX within a manager-sponsored platform, creating a new way to better serve your clients without the hefty fees of traditional wealth management solutions. Download the SMArtY Brochure to learn more: smartxadvisory.com/smarty/

🚀 We're rolling out our brand-new Billing Experience! Get the full revenue picture, optimize services, and control collections. Request a demo: smartxadvisory.com/contact-u… #BillingSolution #AdvisorTech