SMArtX Advisory Solutions Unveils Q4 Select List Highlighting Elite Investment Strategies

SMArtX’s Select List Empowers Advisors with Top-Tier Investment Choices

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WEST PALM BEACH, Fla., December 23, 2024–(BUSINESS WIRE)–SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the latest update to its Select List. This meticulously curated list represents the pinnacle of investment strategies currently available on the SMArtX platform, identified through an extensive screening process overseen by Chief Investment Officer, Dan Phillips, and Chief Investment Strategist Pascal Roduit.

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The Select Manager List, a distinguished offering from the recently established SMArtX Investment Solutions team, caters to clients seeking a refined pool of high-performing strategies. The Q4 2024 edition of the SMArtX Select List recognizes 43 Gold and 94 Silver strategies across the 1,509 strategies broadly distributed via the SMArtX platform.

The four-step screening process emphasizes outperformance over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.

Explore the latest additions to the SMArtX Select List.

About SMArtX Advisory Solutions

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SMArtX Advisory Solutions is an award-winning managed accounts technology provider. SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf platform for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and fintech firms. Learn more at www.smartxadvisory.com.

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Contacts

Maggie Thompson
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