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?

Recent

Staying Ahead Of The Marketing Curve

April 24, 2024

At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.

Alternative Investment Exchange (AIX) Provides Alts Technology to Colorado Financial Service Corp.

April 23, 2024

“We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”

Unveiling Your Firm’s Story: The Power Of Differentiation In Alternative Investment Marketing

April 17, 2024

Like life itself, your marketing strategy will undergo iterations as you refine your message and adapt to changing landscapes. Embrace the imperfections and view them as stepping stones towards growth.

Alternative Investment Exchange Provides Alts Technology to Concorde Investment Services

April 9, 2024

“Partnering with AIX allows Concorde to provide our representatives – especially those that offer alternative investments, DSTs, and 1031 offerings – and their end investors with a streamlined technology solution to meet each client’s unique investing needs.“

Most Popular

Blue Vault Performance Reports Update 10-23-2023

October 23, 2023

Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

Blue Vault Q2 2023 Performance Reports Update

October 3, 2023

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…

Blue Vault Q2 2023 Performance Reports Update

September 25, 2023

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Don’t miss alts news
and educational events
Subscribe Now