SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms

Convexitas Joins the SMArtX Platform :WEST PALM BEACH, Fla., Oct. 13, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from four leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,561 strategies from 320 distinguished asset […]

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SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms
“SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms”
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15 Oct 2025
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SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms

Convexitas Joins the SMArtX Platform :WEST PALM BEACH, Fla., Oct. 13, 2025 /PRNewswire/ — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 5 new strategies from four leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,561 strategies from 320 distinguished asset management firms.

Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.

The full list of new strategies includes:

  • Convexitas
  • John Hancock Investment Management
    • Fundamental All Cap Core
    • US Small Cap Core
  • Nuveen Asset Management
  • ZEGA Investments
    • Four Seasons Moderate Aggressive

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, said, “When bringing new strategies onto the platform, we’re doing more than just expanding our investment offerings. We are giving advisors a dynamic toolkit that helps them scale their practice and deliver differentiated value to every client.”

For more information, visit SMArtX Manager Profiles to download our latest Manager Profiles to explore the 1,561 strategies offered by our 320 distinguished asset management firms.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning provider of unified managed accounts (UMA) technology, delivering an API-first, cloud-native platform built on a modular, microservices architecture. This flexible design allows firms to configure solutions to meet their unique needs.

Serving institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians, SMArtX offers scalable solutions for managed account trading, client account billing, and investment product distribution. SMArtX’s technology solutions enhance operational efficiency by automating workflows and simplifying daily client account management.

SMArtX also licenses its proprietary technology to enterprise firms seeking to build, configure, or modernize their managed accounts infrastructure. Whether deployed as a standalone solution or integrated into an existing system, SMArtX empowers firms with innovative technology to optimize operations and drive growth.

As a trusted partner to RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX delivers scalable solutions that enhance efficiency and support business success.

SOURCE SMArtX Advisory Solutions

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