SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms


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SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make their investment strategies accessible through the new SMArtY platform. The strategies will be available immediately on SMArtY, joining Russell Investments as the first three asset management firms to be part of the SMArtY platform.

Fidelity Investments will offer its suite of Target Allocation, Target Risk Blended, and Target Allocation Tax-Aware model portfolios through the SMArtY platform. Invesco will provide access to its Dynamic Active/Passive and Strategic Active/Passive Tax-Aware model portfolios, offering advisors a wide range of investment solutions. Both firms will also offer custom, white-label investment solutions to SMArtY advisors seeking a distinct product suite for their clients.

“We are honored to work with Fidelity Investments and Invesco to bring their strategies to the SMArtY platform,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “Their diverse range of strategies will empower SMArtY clients with an extensive array of investment solutions, all underpinned by robust portfolio management and research teams.”

Also Read: Ways to Secure Financial Software Systems with AI and Automation

SMArtY exemplifies SMArtX Advisory Solutions’ pioneering managed accounts technology, designed to empower fee-conscious advisors with a host of turnkey asset management platform features seamlessly integrated within a unified managed account. The manager-sponsored strategist structure eliminates the hefty price tag typically associated with traditional wealth management platforms, enabling access to a wealth of tools that may have been financially out of reach for some financial planners, wrap-fee providers, and individual RIAs.

TalkFintech Bureau
TalkFintech Bureau
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.


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