Smartleaf Launches New White Paper Series for Wealth Managers Exploring Overlay Portfolio Management
New Series Explains Fundamentals of Overlay Technology Cambridge, MA – January 24, 2013 – Smartleaf, a leading provider of overlay portfolio management solutions since 1999, today announced the launch of a new white paper series. The series will discuss the fundamentals of overlay portfolio management technology and its implications for investment firms, portfolio managers and [...]
FundFire: How Should Wealth Managers Assess Overlay Mgmt?
How Should Wealth Managers Assess Overlay Mgmt? By Jerry Michael August 24, 2012 Jerry Michael is the president of Smartleaf, a service provider for wealth management firms. Q: 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? A: Overlay [...]
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.
People’s United Bank Taps Smartleaf to Transform Wealth Management Business
Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions CAMBRIDGE, MA–(Marketwire – Jun 26, 2012) - Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, announced today that People’s United Bank, the premier, community-focused, regional bank headquartered in the Northeast, has chosen Smartleaf’s overlay technology for its [...]
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