SMArtX’s Enhanced Select Manager List Empowers Advisors with Top-Tier Investment Choices

WEST PALM BEACH, Fla.–(BUSINESS WIRE)–#AdvisorTech–SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and architect of the SMArtX Turnkey Asset Management Platform (‘TAMP’), proudly announces the latest enhancements to its Select Manager List.

SMArtX Advisory Solutions (SMArtX), a leading managed accounts technology innovator and architect of the SMArtX Turnkey Asset Management Platform (TAMP), today announced enhancements to its Select Manager List. This curated list showcases top-tier investment strategies available on the SMArtX platform, handpicked by a team led by Chief Investment Officer Dan Phillips and Chief Investment Strategist Pascal Roduit.

The Select Manager List, an exclusive offering from the newly established SMArtX Investment Solutions team, provides clients with a refined pool of high-performing strategies. Employing Roduit’s proprietary methodology, the list has been meticulously narrowed down from 1,350 total strategies on the SMArtX platform to 103, categorized into Gold and Silver tiers across diverse investment strategies.

A four-step screening process emphasizes strategies that generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, effective downside and tail-risk management, and consistency of returns.

“Manager selection is a critical aspect of the investment process,” said Dan Phillips, CIO. “Pascal's innovative approach ensures our clients have access to strategies that not only generate alpha but also manage risk effectively and deliver consistent returns.”

“Our commitment to evolving with our clients' needs has fueled our sustained asset growth,” said Jonathan Pincus, CEO of SMArtX. “Our proprietary strategy selection process is rigorous, repeatable, and unbiased, instilling confidence as advisors build client portfolios. We continue to push the boundaries of managed accounts technology by introducing new tools and features on our customizable cloud-based platform.”

View the latest additions to the SMArtX Select List.

About SMArtX Advisory SolutionsSMArtX 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 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 www.smartxadvisory.com.

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