First Trust Advisors forges partnership and joins the SMArtX Platform

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms.

Notably, First Trust Advisors now offers 23 of their equity and fixed-income ETF strategies. Meanwhile, long-standing partners BlackRock, Lord, Abbett & Co., and OneAscent Investment Solutions collectively added eight strategies. These strategies encompass themes across taxable and municipal fixed income, alongside large and SMID cap equities.

“This expansion empowers advisors to address a wider range of client needs — from tax-efficient, fixed-income options that can help reduce clients’ tax burdens, to thematic equity strategies aligned with current market trends,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “Our goal is to deliver diverse strategies to give advisors the flexibility to craft portfolios that cater to each client’s unique risk tolerance, investment goals, and tax considerations.”

The full list of new strategies includes:

• BlackRock
  • Fundamental Core Taxable Fixed Income
  • Long Term Municipal Fixed Income
  • Short Term Municipal Fixed Income
  • Short Term Taxable Fixed Income
• First Trust Advisors
  • Aggressive Growth
  • All Equity
  • Alternatives
  • Balanced Growth
  • Conservative
  • Conservative Growth
  • Core Plus Fixed Income
  • Defensive Equity
  • Diversified Low Duration Fixed Income
  • Domestic Equity
  • Enhanced Equity Income
  • Equity Income
  • High Income
  • High Income Municipal
  • Inflation
  • International Equity
  • Limited Duration Municipal
  • Moderate Growth
  • Multi Income Asset Allocation
  • RBA U.S. Equity
  • Top Themes
  • Vest Defensive Growth U.S. Equity Buffer ETF Model
  • Vest Moderate Growth U.S. Equity Buffer ETF Model
• Lord, Abbett & Co.
  • Long Municipal SMA
• OneAscent Investment Solutions
  • Large Cap Growth
  • Large Cap Value
  • SMID Growth

“SMArtX has experienced significant growth over the past year. Our continuous expansion demonstrates our commitment to providing advisors with the most comprehensive manager marketplace available,” said Brad Haag, Executive Vice President, SMArtX Advisory Solutions. “With this ever-growing universe of investment options, advisors can ensure they have the flexibility and resources to deliver a wide array of solutions to their clients by building personalized portfolios that meet their specific needs and goals.”

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 www.smartxadvisory.com.

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