SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
WEST PALM BEACH, Fla., Nov. 16, 2021 /PRNewswire/ --SMArtX Advisory Solutions ('SMArtX'), a leading innovator in unified managed accounts ('UMA') technology and architect of the SMArtX turnkey asset management platform ('TAMP'), today announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading independent research provider Morningstar, Inc. (Nasdaq: MORN).
- WEST PALM BEACH, Fla., Nov. 16, 2021 /PRNewswire/ --SMArtX Advisory Solutions ('SMArtX'), a leading innovator in unified managed accounts ('UMA') technology and architect of the SMArtX turnkey asset management platform ('TAMP'), today announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading independent research provider Morningstar, Inc. (Nasdaq: MORN).
- SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform that automates the investment management process and reduces the administrative burden of overseeing client investment portfolios.
- Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $260 billion in assets under advisement and management as of September 30, 2021.
- *Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates Inc. all of which are subsidiaries of Morningstar, Inc.