Press Releases
U.S. Bank Selects Smartleaf’s Overlay Portfolio Management Solution as Common Platform for Discretionary Wealth Management Investment Offerings
Smartleaf 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.
Smartleaf Names Robert Sandrew New Director of Business Development
Smartleaf has named Robert Sandrew as its new Director of Business Development. He will oversee the company’s sales-related activities.
Smartleaf Assets Under Management Surpass $35 Billion; Achieves 40% Asset Growth in One Quarter
Smartleaf has surpassed $35 billion in assets under management, a 40% rise in one quarter.
Bank of Hawaii Investment Services Group Enhances Wealth Management Options for Clients
Bank of Hawaii’s (NYSE: BOH) Investment Services Group is now offering its clients a new, open architecture unified managed account (UMA) offering that can integrate multiple products into a single account. Bank of Hawaii is unveiling this offering with the help of Smartleaf, Inc. and Prima Capital, two leaders in the investment industry.
Smartleaf Passes $25 Billion in Assets Under Management
Smartleaf, Inc. announced today it has passed $25 billion in assets being managed through its system. This milestone has been achieved by a growing number of customers that have selected the company’s overlay management solution to start open-architecture unified managed accounts (UMAs) for their customers, making Smartleaf’s system a chassis for their entire wealth management product offerings.