TechDogs-"Smartx Launches Blackrock's Advisor Center On Platform"

Financial Management Solutions

Smartx Launches Blackrock's Advisor Center On Platform

PR Newswire
Overall Rating

WEST PALM BEACH, Fla., March 24, 2025 /PRNewswire/ -- SMArtX Advisory Solutions has integrated BlackRock's Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective.

"We are excited to collaborate with BlackRock to offer Advisor Center," said Brad Haag, EVP of Asset Manager Solutions. "This is a win for qualifying asset managers by expanding distribution opportunities while equipping advisors with deeper risk and tax insights to strengthen portfolio management."

Key Benefits of the Partnership:

  • Premier Risk & Performance Analysis – Evaluate portfolios, analyze funds, identify potential areas of risk, and consider the potential impact of taxes. Highlight the impact for clients and prospects by pairing these insights with straightforward, ready-to-share reports.
  • Tax Evaluator – Monitor estimated capital gains distributions and identify potential tax loss harvesting opportunities across 7000+ funds to help facilitate strategic portfolio decisions and minimize tax impacts for clients.
  • Investment Solutions to Reach Specific Client Goals – Explore BlackRock and select Third Party Asset Manager models focused on helping design portfolios to serve unique client needs.

This integration is part of SMArtX's commitment to continuously enhance the platform and provide both asset managers and advisors with the tools needed to improve portfolio transparency, client engagement, and investment making decisions.

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.

About BlackRock

BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.

View original content to download multimedia:https://www.prnewswire.com/news-releases/smartx-launches-blackrocks-advisor-center-on-platform-302409429.html

SOURCE SMArtX Advisory Solutions

First published on Tue, Mar 25, 2025

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