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SMArtX Advisory Solutions Deepens Their UMA Platform with ESG, Global, and Sector-Based Index Strategies

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WEST PALM BEACH
, Fla., May 5, 2021 /PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of three new firms and twelve additional strategies in May.
NorthCoast Asset Management, Pearl Impact Capital, and Sustainable Insight Capital Management joined the SMArtX platform in May, while another six strategies were brought on by existing model providers Indxx, Morningstar Indexes, and Sage Advisory Solutions.
One of the key drivers behind new asset growth is the increasing investor demand for environment, social, and governance (ESG) and socially responsible investing (SRI) strategies. Likewise, advisor demand for strategies focused on disruptive innovation continues to increase. ....

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Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Solutions Headline Expansion of SMArtX Advisory Solutions UMA Platform

Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Solutions Headline Expansion of SMArtX Advisory Solutions UMA Platform
SMArtX Advisory Solutions Increases Assets Under Management 928% in the last 12 months, 39% in Q1 2021
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WEST PALM BEACH
, Fla., April 1, 2021 /PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of six new firms and thirteen additional strategies for April.
Today s update taps into the growing demand for ESG investing and global sustainable assets from both enterprise and RIAs (registered investment advisors). The platform expansion also increases the flexibility to capitalize on other distinct opportunities including a closed-end fund (CEF) municipal bond strategy, in addition to sever ....

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