Media Coverage
Banking Business Review: US Bank Selects Smartleaf Portfolio Management Solution
US Bank, a subsidiary of US Bancorp, has selected Smartleaf to provide a unified overlay platform for its non-brokerage wealth management investment relationships managed through The Private Client Reserve and Private Client Group.
Insurance News Net: U.S. Bank Selects Smartleaf’s Overlay Portfolio Management Solution as Common Platform for Discretionary Wealth Management Investment Offerings
Smartleaf, Inc., a leading provider of overlay portfolio management solutions to banks and financial services companies, announced that U.S. Bank 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.
Bank Investment Consultant: U.S. Bancorp Chooses Smartleaf for Overlay Portfolio Management
Smartleaf, 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.
Boston Herald: The Corporate Shuffle
Smartleaf of Cambridge named Robert Sandrew director of business development. Article has been archived.
Boston Globe: Who’s What, Where
Robert Sandrew is now the director of business development at Smartleaf, Inc., a Cambridge-based provider of portfolio management solutions to banks and other wealth managers.