Clients | Smartleaf Overlay Portfolio Management

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Clients

Smartleaf has 50 customers in the financial services industry, including:

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Contact

Business Development Officer:
Greg Dalle-Molle at 617-453-0078

Recent Media Coverage

Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles April 30, 2013

Family Wealth Report: The Workflow Effects Of Overlay Technology – New White Paper April 24, 2013

WM Today: Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response March 21, 2013

Recent Press Releases

Smartleaf: How Overlay Portfolio Management Changes Workflows April 24, 2013

Smartleaf Launches New White Paper Series for Wealth Managers Exploring Overlay Portfolio Management January 24, 2013

People’s United Bank Taps Smartleaf to Transform Wealth Management Business June 26, 2012