The Word on WealthTech for August 2023

Aug 03, 2023 | Doug Fritz | Wealth Management

Welcome to the Word on WealthTech. Each month we offer our take on a few recent industry news stories, identifying what they could mean for advisors across the industry. As we wrap up summer, here are the WealthTech headlines we are talking about around the watercooler in August 2023:

SMArtX Advisory Solutions announced a new, slimmed down version of its platform that it is calling SMArtY, will be coming this fall. The managed account platform will be free and is geared toward advisors who want to use models but don’t have access to SMArtX UMA technology. For us, the most interesting part of this news is the impact it has on competitors. Quite possibly, it is just the first of many lower platform fees. We are eager to see who moves next. Will companies like Smartleaf follow suit?

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