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Our Customers
Our customers say it best. Read how Smartleaf solutions have helped their firms achieve exceptional results.
The Compass Bank Wealth Management Group chose Smartleaf’s technology in late 2004 because it aided us in providing our customers a tax-efficient, customized separate account investment service. Our overall objective in selecting Smartleaf was to increase assets under management by offering our mass affluent and high-net-worth clients access to highly customized investment portfolios. Our product, branded as SmartPath®, has delivered on expectations. At the same time, Smartleaf’s workflow automation allows for a high degree of operational efficiency in customizing portfolios, making the product scalable across our entire franchise. Using Smartleaf’s technology, our local investment professionals are able to overlay best-of-class asset managers’ investment research with trades that adhere to each customer’s requested tax budget and investment constraints. The ability to tax-efficiently and cost-effectively transition new accounts into the platform has been key to attracting new clients into the program.
- William C. Helms
Head of Wealth Management
Compass Bank (Birmingham, AL)
“In our experience, customized portfolios result in a stronger alignment between the client’s return requirements and the portfolio’s risk characteristics. The challenge has always been how to provide customization in a cost effective manner. Smartleaf has helped our firm bridge this gap by providing a platform that is scaleable yet flexible enough to address client specific preferences.
“As portfolio managers, perhaps the single greatest advantage Smartleaf has brought to our organization is the ability to minimize the time between research and trade implementation. The system has enabled us to focus on stock selection and model construction, while being assured that the client’s preferences and financial specifics are being honored at the trade recommendation level.
“Smartleaf has enhanced our role as fiduciaries by giving us greater control over the consistency with which our investment ideas are applied.
“The Smartleaf system maintains records explaining how each trade helped the portfolio attain its individually constructed target. We have found this particularly important given the increased regulatory scrutiny facing the financial services industry today.
“Smartleaf’s open architecture has allowed Probity to redesign our systems utilizing best-in class, outsourced vendors, forgoing considerable internal development costs. Smartleaf has been fully integrated into our accounting, trade order management and custodial systems giving us unprecedented control and oversight of our clients’ assets. Like any business decision, our partnership with Smartleaf was ultimately driven by the underlying economics. The system has delivered as promised and it has fundamentally improved the way we manage our clients’ money.”
- Christopher T. Sorrow
Probity Advisors
“By outsourcing to Smartleaf, Intrust leapfrogs the technology of even the largest financial institutions. And integration has been painless.”
- Tom Gangel, Chief Investment Officer
Intrust Bank
“After extensive evaluation, it was clear that Smartleaf offers the most scalable and effective technology in the industry. Smartleaf’s system is vital to enabling our clients to reach their growth and productivity goals. Before Smartleaf, institutions had to choose between scalability or personalization. With Smartleaf, they can have both.”
- Mike Winkel, President
SunGard Advisor Technologies