FundFire: Wealth Firms Target OCIO Market Opportunities
Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles
Family Wealth Report: The Workflow Effects Of Overlay Technology – New White Paper
Smartleaf has released its second white paper in a series aimed at increasing understanding about the effects of implementing overlay technology for wealth managers. The white paper, How Overlay Changes Your Workflow, discusses the way a models-based approach to managing investments changes the daily operations of a wealth management firm.
WM Today: Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response
I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami back in February 2012. The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part of the panel. Another of the vendors I reached out to was Smartleaf.
Family Wealth Report: Smartleaf Launches Series of White Papers on Overlay Technology
FundFire: How Should Wealth Managers Assess Overlay Mgmt?
How can wealth management firms evaluate the different approaches to overlay portfolio management and decide which approach is best suited to their investment philosophy and personnel?
Family Wealth Report: Smartleaf On Wealth Managers’ New-Found Focus In Tough Times
Family Wealth Report’s Harriet Davies interviews Smartleaf president Jerry Michael on how overlay helps wealth managers adapt to today’s difficult environment.
On Wall Street: New Software Promises to Free-up Advisors’ Schedules
Mason Braswell reports on People’s United Bank’s decision to use Smartleaf for portfolio management and customization.
Family Wealth Report: Smartleaf Sets Out To Measure Effects Of Workflow Processes
Smartleaf, a provider of overlay portfolio management technology, is turning its attention to documenting the effect of different workflow processes on factors such as tax management and the dispersion of returns amongst client portfolios, the firm’s president, Jerry Michael, tells Family Wealth Report.
Wall Street & Technology: Smartleaf Launches Portal for Model Vendors
Smartleaf, a provider of overlay management portfolio solutions to the wealth management industry, has created an online portal for model vendors. The portal is part of Smartleaf’s Model Distribution Service (MDS), which is designed to create a marketplace for the sale and purchase of model portfolios. The service simplifies operations for both model vendors and purchasers while reducing the risk of human error, according to the company.