Media Coverage
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 Furthers Commitment to Wealth Management Innovation through Model Distribution Service and Model Vendor Portal
New Feature Allows Model Managers to Access, Update Models Online Cambridge, Mass. – March 14, 2012 – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, today announced the addition of an online portal for model vendors. This portal is part of Smartleaf’s Model Distribution Service (MDS) and will streamline [...]