Joint VenturesSMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), and TradePMR, a technology and custodial services provider, today announced they have teamed up to help financial advisors manage their managed accounts business more efficiently. The relationship enables TradePMR advisors to access SMArtX’s award-winning UMA technology, including their full model marketplace, automated rebalancing, tax harvester, cash management, billing, and Advisor as a...