HedgeCoVest/SMArt Xchange (SMArtX)

Empowering advisors with a seamless, real-time managed accounts platform combining traditional and alternative strategies for comprehensive wealth management.

General Information
Company Name
HedgeCoVest/SMArt Xchange (SMArtX)
Founded Year
2015
Location (Offices)
Founders / Decision Makers
Number of Employees
-
Industries
Finance, Financial Services, Fintech
Funding Stage
-
Social Media

HedgeCoVest/SMArt Xchange (SMArtX) - Company Profile

HedgeCoVest/SMArt Xchange (SMArtX) is a fintech startup founded in 2015 with the slogan "Empowering advisors with a seamless, real-time managed accounts platform combining traditional and alternative strategies for comprehensive wealth management." The company, accessible at www.hedgecovest.com, provides an innovative UMA technology that gives advisors access to both alternative and traditional investment strategies. Recently, they formed an alliance with SS&C Advent to enhance their integrated UMA solution, SMArt Xchange (SMArtX). HedgeCoVest's standout feature is enabling the combination of long-only and alternative strategies within a single account, offering real-time reporting, trading, and liquidity. Additionally, advisors can utilize the 'Advisor as a PM' feature, which allows them to include equities and mutual funds in the same account as their SMAs. This technology enables advisors to leverage the platform as an all-encompassing wealth management solution. SMArtX is the first fully integrated managed account platform available exclusively to SS&C Advent's Black Diamond, AXYS, and APX clients, positioning the company as a unique player in the market. The innovative approach to wealth management and the strategic alliance with SS&C Advent make HedgeCoVest/SMArtX an intriguing investment opportunity in the finance and financial services industry.

Taxonomy: UMA technology, managed accounts platform, alternative strategies, traditional strategies, investment, alliance, SMArtXchange, SS&C Advent, HedgeCoVest, real-time reporting, trading, liquidity

Funding Rounds & Investors of HedgeCoVest/SMArt Xchange (SMArtX) (0)

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