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Online Sales and Media Kit

If you are a member of the media and would like more information on Smartleaf, please contact our sales and marketing group at 617-453-2260 or Email.

Corporate Overview

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Management Team

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Press Releases

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Recent Media Coverage

Family Wealth Report: Brokers Can Leapfrog Competitors With Overlay (Available to Subscribers) December 07, 2011

AdvisorOne: Big Changes in Wealth Management Seen as Open Architecture Trend Expands October 19, 2011

The Trust Advisor Blog: UMA Providers Dazzle Wealth Advisors with New Upgrades that Manage Market Volatility Risk September 26, 2011

Recent Press Releases

Smartleaf to Provide Glimpse Into Future of Customized Wealth Management at Money Management Institute TechOps11 Event November 16, 2011

Smartleaf Hosts First Annual User Group Conference For Overlay Portfolio Management September 12, 2011

D.A. Davidson & Co. Chooses Smartleaf to Power SMA Conversion August 01, 2011