The Leuthold Group and Third Avenue Management Join the SMArtX Platform

SMArtX Advisory Solutions Expands Manager Marketplace with 24 New Strategies from Eight Leading Asset Management Firms

Maggie Thompson
maggie@smartxadvisory.com

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 24 new strategies from eight leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,537 strategies from 322 distinguished asset management firms.

Newcomers, The Leuthold Group and Third Avenue Management added a core strategy as well as international value and small cap value strategies, respectively. Allspring Global Investments, Ativo Capital Management, Fidelity Institutional, Janus Henderson, Morningstar, Inc., and WestEnd Advisors also expanded their current offerings to respectively include international core, small cap concentrated, growth, large cap, small cap, fixed income, indexes, and large cap core.

The full list of new strategies includes:

• Allspring Global Investments
  • SMArt International Core
• Ativo Capital Management
  • Small Cap Concentrated
• Fidelity Institutional
  • Advisor Growth Opportunities SMA
  • Advisor Large Cap Opportunities SMA
  • Advisor Small Company SMA
• Janus Henderson
  • Focused Income
  • Intermediate Term Income
  • Short Term Income
• Morningstar, Inc.
  • Dividend Yield Focus
  • US Big Data & Analytics
  • US Digital Infrastructure & Connectivity
  • US Electric & Autonomous Vehicles
  • US Exponential Technologies Healthcare
  • US Robotics
  • US Sustainability Dividend Yield Focus
  • US Sustainability Moat Focus
  • Wide Moat Focus
  • Women’s Empowerment
• The Leuthold Group
  • Core
• Third Avenue Management
  • International Real Estate Value
  • International Value
  • Small Cap Value Select
  • Small Cap Value Select SMA
• WestEnd Advisors
  • Large Cap Core

Brad Haag, Executive Vice President of Manager Solutions, said “This year we added a total of 296 strategies from 70 managers and continue to see our manager marketplace expand with a wide range of strategies from prominent asset managers, including the new additions this month. As the new year approaches, we are dedicated to growing our relationships with asset managers while continuing to expand our product offerings.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,537 strategies offered by our 322 distinguished asset management firms.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP'). 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 TAMP 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 and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and FinTech firms. Learn more at https://www.smartxadvisory.com/.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241205386767/en/