Fundfire: Brokerage Makes Leap to All-Model SMA Program
Fundfire’s Tom Stabile reports on D.A. Davidson’s decision to move its stand-alone SMA platform to a models-only version powered by Smartleaf’s overlay portfolio management system and model distribution service.
“This was on our agenda then, but frankly, I felt daunted by the idea of having little old D.A. Davidson going out to the managers and telling them to switch to models,” [Cory] Custer says. “It felt really early. But over the last few years, there has been more and more talk about this, and with model distribution services like Smartleaf’s, it has made it a lot easier.”
Registered Rep: Greater Customization, Consistency and Efficiency – Are You Ready for the Overlay Revolution?
Overlay portfolio management is quietly but rapidly changing the future of wealth management. Smartleaf president Jerry Michael shares his thoughts on Registered Rep.’s “Rep. Readers Write” blog.
D.A. Davidson & Co. Chooses Smartleaf to Power SMA Conversion
Converts SMA assets to models-based program to go along with existing Rep-as-PM program CAMBRIDGE, Mass., August 2, 2011 – Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, announced today that D.A. Davidson & Co., a leading regional broker-dealer, has chosen Smartleaf’s overlay technology as the engine to convert [...]
InvestmentNews: Target Templates Added by Smartleaf
A new twist on its managed accounts offering was announced by Smartleaf Inc. yesterday…
Smartleaf Sets New Standard for Financial Portfolio Management Through Addition of Target Templates
New feature helps managers serve clients better through fast, efficient customized portfolio modeling CAMBRIDGE, Mass., June 1, 2011 – Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, has launched Target Templates™, a unique feature that enhances Smartleaf’s industry-leading overlay solution by making it even faster and easier for [...]
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