Press Releases
Smartleaf: How Overlay Portfolio Management Changes Workflows
Separating Guidance, Security Selection, Customization and Rebalancing Leads to Better Daily Operations for Wealth Managers. Cambridge, MA – April 24, 2013 – Smartleaf, a leading provider of overlay portfolio management solutions since 1999, today released the second installment in their introductory white paper series. The series discusses overlay portfolio management technology and its implications for investment firms, [...]
Smartleaf Launches New White Paper Series for Wealth Managers Exploring Overlay Portfolio Management
New Series Explains Fundamentals of Overlay Technology Cambridge, MA – January 24, 2013 – Smartleaf, a leading provider of overlay portfolio management solutions since 1999, today announced the launch of a new white paper series. The series will discuss the fundamentals of overlay portfolio management technology and its implications for investment firms, portfolio managers and [...]
People’s United Bank Taps Smartleaf to Transform Wealth Management Business
Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions CAMBRIDGE, MA–(Marketwire – Jun 26, 2012) - Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, announced today that People’s United Bank, the premier, community-focused, regional bank headquartered in the Northeast, has chosen Smartleaf’s overlay technology for its [...]
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 [...]
Smartleaf to Provide Glimpse Into Future of Customized Wealth Management at Money Management Institute TechOps11 Event
Panel to Focus on Micro-Outsourcing During Technology and Operations Conference CAMBRIDGE, MA–(Marketwire – Nov 16, 2011) – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, today announced that President and co-founder Jerry Michael will offer expertise as a panel member at the Money Management Institute (MMI) Technology and Operations [...]