SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace
SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently features 1317 strategies from 300 asset management firms.
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Adhesion: A TAMP With A Difference
Direct Indexing within a Unified Managed Account (UMA) provides a promising solution for clients seeking both the benefits of an indexing approach and the ability to tailor their investments based on unique financial, emotional, or value-based needs, offering a balance between personalization and scalability. Adhesion offers a sophisticated solution within a UMA designed to support the practice of Advisors looking to add value to their clients’ portfolios by offering flexibility, scalability, and simplicity.