Americas Best TAMPS 2024 - 39

2024 AMERICA'S BEST TAMPS
SMARTX
ADVISORY
SOLUTIONS
Jonathan Pincus
Chief Executive
Officer
TM
New business contact:
Brett Murray,
SMArtX Advisory Solutions
105 South Narcissus Avenue, Suite 701,
West Palm Beach, FL 33401 * www.smartxadvisory.com
SMArtX Advisory Solutions transcends the confines of traditional
TAMPs. Recognized as one of America's Best for its unwavering
commitment to cutting-edge technology, bespoke customization, and
unparalleled flexibility, we empower investment professionals to build
and manage portfolios with a platform architected for the future.
We provide an API-first managed accounts solution with native
sleeve-level accounting, and model management for larger enterprise
customers and sophisticated wealth advisors.
Taking the features of a traditional TAMP a step further, SMArtX unlocks
a range of capabilities that redefine what's possible:
* Intraday performance reporting: Gain real-time insights into
portfolio behavior and make informed decisions throughout the
trading day
Financial services continue
to evolve as new technology
reshapes the way advisors
and broker/dealers manage
their business. Legacy
systems are being replaced
with modern, efficient,
easier-to-use applications
that help to streamline the
investment process. This
trend shows no sign of
slowing down as more firms
realize that better solutions
are currently being offered in
the marketplace.
A critical driver is the
simplicity of the new
technological solutions.
Firms are less likely to adopt
a completely new solution
on Day 1 and will look to
find ways to incorporate
this solution into an existing
interface. SMArtX's modular
infrastructure and open APIs
provide this optionality by
enabling firms to adopt and
directly receive data into
existing technology stacks.
This provides the benefit
of maintaining an existing,
familiar interface with a
choice of features to adopt,
without having to incorporate
a completely new system.
In the face of ongoing
market volatility, advisors
need powerful tools
to navigate complex
environments. SMArtX
empowers investment
professionals to build and
manage portfolios with a
platform designed for the
future.
DISCOVER
RESEARCH
SUPPORT
PRODUCT
VALUE CHAIN
MARKETING
IDEA
IPO
SCALABILITY
DECISION MAKING
INNOVATION
SOLUTION
REPORT
CONTROL
THINK OUTSIDE
THE BOX
ACHIEVEMENT
EXPLORE
GLOBAL BUSINESS
SELL SHARE
TESTING
* Sleeve-level trading and attribution: Track performance and
optimize strategies at the individual security level, maximizing
transparency and control.
* Continuous, intraday trading: React to market movements in real
time and capture fleeting opportunities for all accounts and thirdparty
strategies
* Unified execution for diverse strategies: Seamlessly manage
traditional, alternative, and direct indexing strategies within a single
UMA, streamlining operations and increasing efficiency
Registered Investment Advisors can reduce their investment operations
burden and scale their business. SMArtX helps create customized
portfolios for each risk/reward profile and asset level. Once assigned,
SMArtX does all the trading for each account across all seven linked
custodians. Customized white-labeled, sleeve-level proposals, reporting,
and billing can be generated, and our suite of tools streamlines the
creation, monitoring, and management of each client account.
Broker/dealers can differentiate their managed account offering through
our Enterprise-level platform solution. This fully curated, white-labeled
solution provides each B/D with their own TAMP, enabling them to
manage compliance oversight, customize fee structures, oversee
billing, offer internal strategies, and administer preset advisor asset
allocations, all with the peace of mind that each strategy has been
through a due diligence process.
Asset managers leverage SMArtX technology to have their own whitelabel
distribution platform. This can feature investment strategies and
products that can be combined and managed through our simple
interface, providing a direct-to-client investment solution.
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
START UP
STRATEGY
DEVELOPMENT
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
ACCOUNT REBALANCING
DIRECT INDEXING
PROGRESS
PRESENTATION
CROWD FUNDING
COMPETITION
PATENT
DECREASE
LAUNCH
PARTNERSHIP
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
EARNINGS
ANALYSIS
MARKETING SUPPORT
FINANCIAL RISK
GROWTH
VISION
PLATFORM LAUNCH
UNICORN
39
UNIFIED OR SMART BILLING
TAX-LOSS HARVESTING
MODEL MARKETPLACE
STRATEGIC FEATURES
SVP Enterprise Sales
Phone: (561) 835-8690,
ext. 7020
Email: brett@
smartxadvisory.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Brett Murray, SVP Enterprise Sales
Type of Program: Financial
technology for managed
account solutions and turnkey
asset management platforms
Total Assets in Program:
$33 billion
Year Program Began: 2018
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Alternative strategies, billing,
cash management, custom
managed accounts solutions,
direct indexing, OCIO
services, open architecture,
SMAs, TAMP, tax harvesting,
trading OMS
Platform Tracks Client
Holdings: Yes
Program Compatible
for: RIAs, broker/dealers,
family offices, corporations,
trust companies, asset
management firms
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: 40+
https://www.smartxadvisory.com https://www.linkedin.com/in/brett-murray-27762b39/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
