SMArtX Advisory Solutions Adds Guardian Capital LP and Montag & Caldwell Strategies to TAMP Model Marketplace
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has added four strategies to its managed accounts platform, with Guardian Capital LP and Montag & Caldwell joining the SMArtX model marketplace. The platform now features 1,234 strategies from 296 asset management firms.
FusionIQ Announces Integration with Blueleaf For Enhanced Advisor, Client Experience
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, has announced a strategic integration with Blueleaf, a premier platform offering reporting, billing and client aggregation tools. The integration between FusionIQ and Blueleaf aims to empower financial advisors and institutions with comprehensive tools for seamless digital transformation and enhanced user experience (UX) for advisors and the clients they serve.
UX Wealth: The Game (Theory) Is Afoot For Advisor Relationships
(UX Wealth) The modern RIA has no shortage of strategies to implement when building the best investment options for their clients. And yet, despite this exhaustive list of strategies, it’s often hard to know which ones will deliver results across diverse investment seasons, complex market swings, and global upturns and downturns.
SmartLeaf: Bob Veres Puts Us In An All-New Category
Bob Veres of Inside Information (https://bobveres.com) wrote about Smartleaf in his summary of the Spring T3 Conference. Here's what Bob had to say about Smartleaf:
“I’m going to include Smartleaf (https://www.smartleaf.com) in this new category. Even though the company doesn’t lead with its portfolio design functionality, that may be one of its strongest features.
AssetMark: How To Migrate From Commissions To Fees
(AssetMark) As the financial advisory landscape continues to evolve, the traditional commission-based compensation model is being challenged by a more client-centric approach—fee-based compensation. In this era of heightened transparency and accountability, financial advisors are recognizing the benefits of transitioning from commissions to fees to better align their interests with those of their clients.