SMArtX Advisory Solutions Expands Manager Marketplace with 22 New Strategies from Four Leading Asset Management Firms

Ancorato and NewEdge Investment Solutions Join the SMArtX Platform

WEST PALM BEACH, Fla., Feb. 11, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,544 strategies from 323 distinguished asset management firms.

Newcomers, Ancorato and NewEdge Investment Solutions each added strategies composed of structured notes. Fidelity Institutional and Northern Trust Investments also expanded their current offerings to respectively include target allocation ETF strategies and  tax-sensitive equity strategies.

The full list of new strategies includes:

• Ancorato
  • Fixed Income Structured Notes
• Fidelity Institutional

• • Target Allocation ETF Model 100/0
  • Target Allocation ETF Model 10/90
  • Target Allocation ETF Model 20/80
  • Target Allocation ETF Model 30/70
  • Target Allocation ETF Model 40/60
  • Target Allocation ETF Model 50/50
  • Target Allocation ETF Model 60/40
  • Target Allocation ETF Model 70/30
  • Target Allocation ETF Model 85/15
  • Target Risk ETF Aggressive Model Portfolio
  • Target Risk ETF Conservative Model Portfolio
  • Target Risk ETF Moderate Aggressive Model Portfolio
  • Target Risk ETF Moderate Conservative Model Portfolio
  • Target Risk ETF Moderate Model Portfolio
• NewEdge Investment Solutions

• • Structured Note Advisory Portfolio (SNAP)
  • Structured Note Income Portfolio (SNIP)
• Northern Trust Investments

• • DSP Tax-Sensitive Income
  • DSP Tax-Sensitive Income w/Moderate Growth
  • DSP Tax-Sensitive Growth w/Income
  • DSP Tax-Sensitive Growth w/Moderate Income
  • DSP Tax-Sensitive Maximum Growth

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said “We are excited to expand the broad product offering found in our Manager Marketplace with these new strategies from reputable asset managers. Through the continued expansion of our marketplace, we are creating opportunities for asset managers to differentiate themselves while providing advisors with more ways to build portfolios tailored to their clients’ needs.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,544 strategies offered by our 323 distinguished asset management firms. 

About SMArtX Advisory Solutions

SMArtX delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, Asset Managers, and FinTech firms. Its scalable solutions streamline workflows and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

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SOURCE SMArtX Advisory Solutions