Press Room

Smartleaf and Capital Market Consultants, LLC Launch CMC O³ Unified Managed Account Service
Press Release
26 February 2008
F-Squared Investments and Smartleaf Announce Partnership to Create Alpha-Cycle™ Separately Managed Account Investment Vehicles
Press Release
05 January 2008
Concord Forms Strategic Alliance with Overlay Technology Provider Smartleaf
Press Release
04 December 2007
DA Davidson Announces Selection of Smartleaf for Portfolio Management System
Press Release
15 November 2007
Smartleaf Announces the Hiring of Todd Smurl as Director of Advisory Services
Press Release
05 March 2007
Get Your Adviser To Open Up
Forbes
Article
27 December 2006
Smartleaf’s overlay makes inroads in banking space (PDF)
Family Wealth Report
Article
July 2006
Smartleaf Reaches Milestone of 40 Bank Clients and $6Billion AUM
Press Release
20 June 2006
Sungard’s Bill Martin “The Case for Converting Traditional Managed Account Assets to Overlay” (PDF)
The Journal of Wealth Management
Article
Spring 2006
Banks Push Customized Accounts—Latest ‘Separately Managed Account’ Offerings Have Lower Fees, Minimums; Brokers Fight Back
The Wall Street Journal
Article
20 June 2006
(In order to see the Wall St. Journal article, please go to www.wsj.com)
So much for traditional outsourcing
Family Wealth Report
Article
19 September 2005
Compass Bank completes conversion of all equity assets to SmartPath system, powered by Smartleaf
Press Release
04 August 2005
Custom-Built
Wall Street & Technology
Article
27 February 2005
Confronting the Challenges of Offering Individually Managed Accounts
Wall Street & Technology
Webcast
27 February 2005
Smartleaf: The Missing Link In Successfully Providing Fiduciary Counsel (PDF)
Article
15 November 2005
Union Planters Enters New Realm of Wealth Management Services —SunGard provides total solution, not just technology—
Press Release
14 March 2003