WEST PALM BEACH, Fla., Sept. 4, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading provider of enterprise managed accounts technology, announced today that its Manager Marketplace now includes stand-alone mutual funds, ETFs, and closed-end funds. This expansion provides asset managers with greater visibility for their products and gives advisors enhanced flexibility, along with access to both quantitative and qualitative research.
Asset managers gain dedicated exposure within SMArtX’s manager research center, where advisors can:
- Access in-depth research and analytics on listed funds
- Review product microsites with literature, performance data, and detailed insights
- Seamlessly integrate funds into client proposals
“With this new initiative, asset managers can expand exposure to their funds and ETFs while broadening the platform’s solutions,” said Brad Haag, Executive Vice President and Head of Distribution. “SMArtX has evolved into a total portfolio solution, enabling managers to showcase their full range of offerings, not just SMAs and strategist portfolios.”
Stand-Alone Fund Listings Include:
- Exchange-Traded Funds (ETFs)
- Open-End Mutual Funds
- Closed-End Mutual Funds (including semi-liquid funds)
This expansion reinforces SMArtX’s mission to unify portfolio management tools across all asset types. Integrated research for third-party models, manager-traded strategies, and now stand-alone funds provide asset managers with an expanded enterprise-grade distribution channel to reach advisors at scale. At the same time, advisors gain broader resources to research and construct diversified portfolios efficiently within a streamlined, modern workflow.
SMArtX continues to empower advisors to research, transition, allocate, and execute across investment products through a single, custodian-neutral platform.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions 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.
SOURCE SMArtX Advisory Solutions
