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, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Its technology is specifically designed to automate processes that have historically been a manual burden on advisory and investment management teams. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product 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, and asset managers. Learn more at www.smartxadvisory.com
New Operational Efficiency Applications
SMArtX’s enhanced its Turkey Asset Management Platform (TAMP) platform in three key areas: Technology, Research, and Service Improvement. In technology enhancements, SMArtX introduced a Cash Management Application and Billing Application for Advisors. Cash management automates account additions/withdrawals and provides an advanced scheduling feature to dictate how and when cash must be added or withdrawn – Example; Require Minimum Distributions (RMDs). The billing application provides unparallel flexibility and transparency for advisors and the home office. In research, SMArtX introduced the SMArtX Select Manager List within its TAMP. The SMArtX Select List curates an exclusive list of strategies with an added layer of due diligence offered through our OCIO services. In service improvements, SMArtX expanded its Model Marketplace to meet client demand and diversification capabilities.
Evan Rapoport is Founder and CEO of SMArtX Advisory Solutions, an award-winning unified managed accounts technology firm and architect of the SMArtX TAMP. As Founder/CEO, Evan leads the firm in its strategic direction and technological development, keeping SMArtX on the cutting-edge of managed accounts solutions and driving the financial services industry to a higher standard. His ingenuity has led the firm into new avenues as SMArtX replaces legacy technologies across the financial services industry and continues to push technological advancements within the platform. He inspires a core firm mantra: provide modern solutions that work exactly as you would expect and has expanded the firm’s offering into new avenues as SMArtX provides fully integrated API solutions to large Enterprise firms.
Alex Smith-Ryland has held the role of Chief Marketing Officer at SMArtX Advisory Solutions since its inception in 2013. As Chief Marketing Officer, Alex is responsible for leading, managing, and implementing the company’s marketing strategy to grow market share and lead to the company’s long-term success. He is a member of SMArtX’s executive team, providing strategic marketing guidance for quarterly and annual planning meetings to drive profitable and high-quality growth. Alex assumes responsibility to analyze, identify, and implement new marketing channels that reach financial firms across the industry via multiple platforms-SMArtX advisor-facing platform and microsite, advertisements, articles, blogs, chatbots, email, podcast, press releases, RFPs, social media – LinkedIn, Twitter, website, webinars, in-person and virtual events.
Diversified Model Marketplace with OCIO Overlay
SMArtX established the SMArtX Select list, managed by our Chief Strategist (OCIO) Pascal Roduit, which was created by adding another level of due diligence and helping advisors narrow the list of investment options. Pascal created this proprietary quantitative due diligence process during his 20+ year history of analyzing strategies. SMArtX has also enhanced its model marketplace by continuing to expand the most diverse list of strategies available in a UMA including long only, long/short, short only, options/covered calls, direct indexes, and crypto strategies. All on-boarded strategies went through SMArtX’s stringent due diligence process and are available through an intuitive Search feature with filters, portfolio building, and click-to-allocate functionality. Furthermore, all strategy performance numbers are updated intra-day for immediate feedback on strategies vs. market events.