Press

13 - July 2017
FinTech Revolutionizing Managed Accounts – Part 4
Posted by : SMArtX
View : 135
Comment : 0
Exclusions and Tax-Loss Harvesting  Advisory clients can be an eccentric bunch, with varied demands and unconventional reasons behind them.  Whether […]
28 - June 2017
FinTech Revolutionizing Managed Accounts – Part 3
Posted by : SMArtX
View : 102
Comment : 0
Alternatives and Leverage Hedge funds have long been mired of the world of Regulation D private placements, until now.  While […]
21 - June 2017
FinTech Revolutionizing Managed Accounts – Part 2
Posted by : SMArtX
View : 106
Advisor as a PM, Rebalancing, and Drift Management Advisors running several different client investment portfolios are faced with the burdensome […]
14 - June 2017
FinTech Revolutionizing Managed Accounts – Part 1
Posted by : SMArtX
View : 104
Real-Time Everything Advances in FinTech mean you no longer have to wait for next day allocations and reporting for your […]
07 - June 2017
HedgeCoVest DEPLOY Streamlines Middle and Back Office SMA Operations
Posted by : SMArtX
View : 150
New SMA Technology Lowers the Burden of Running Separates HedgeCoVest LLC (www.hedgecovest.com), a leading provider of managed accounts technology for […]