Media Coverage
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 [...]
Family Wealth Report: Unified Managed Accounts and Overlay – Gaining Traction in Wealth Management
Unified managed accounts are set to become the wealth management industry norm…
Financial Planning: U.S. Bancorp Chooses Smartleaf for Overlay Portfolio Management
Smartleaf Inc., a provider of overlay portfolio management solutions to banks and financial services companies, announced Monday that U.S. Bancorp has chosen it to provide a unified overlay platform for its non-brokerage wealth management investment relationships managed through the private client reserve and private client group.
Advisor One: U.S. Bank to Use Smartleaf ‘Unified Overlay Platform’
U.S. Bank, a subsidiary of U.S. Bancorp, will now provide a “unified overlay platform for its non-brokerage wealth management investment relationships,” from Smartleaf, Inc., according to an announcement from Smartleaf on Monday.
On Wall Street: U.S. Bancorp Chooses Smartleaf for Overlay Portfolio Management
Smartleaf Inc., a provider of overlay portfolio management solutions to banks and financial services companies, announced Monday that U.S. Bancorp has chosen it to provide a unified overlay platform for its non-brokerage wealth management investment relationships managed through the private client reserve and private client group.