Media Coverage
Victor Pollaci
FundFire: Wealth Firms Target OCIO Market Opportunities
The surging outsourced CIO market has become a magnet for eager consultants and advisors, ...
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Victor Pollaci
Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles
Technology is making it easier for hands-on financial advisors to rebalance their ...
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Victor Pollaci
Family Wealth Report: The Workflow Effects Of Overlay Technology – New White Paper
Smartleaf has released its second white paper in a series aimed at increasing ...
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Victor Pollaci
WM Today: Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response
I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools ...
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Victor Pollaci
Family Wealth Report: Smartleaf Launches Series of White Papers on Overlay Technology
Smartleaf, the provider of overlay technology, is releasing a series of whitepapers to ...
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Victor Pollaci
FundFire: How Should Wealth Managers Assess Overlay Mgmt?
How can wealth management firms evaluate the different approaches to overlay portfolio ...
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Victor Pollaci
Family Wealth Report: Smartleaf On Wealth Managers’ New-Found Focus In Tough Times
Family Wealth Report’s Harriet Davies interviews Smartleaf president Jerry Michael on how ...
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Victor Pollaci
On Wall Street: New Software Promises to Free-up Advisors’ Schedules
Mason Braswell reports on People’s United Bank’s decision to use Smartleaf for portfolio ...
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Victor Pollaci
Family Wealth Report: Smartleaf Sets Out To Measure Effects Of Workflow Processes
Smartleaf, a provider of overlay portfolio management technology, is turning its ...
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Victor Pollaci
Wall Street & Technology: Smartleaf Launches Portal for Model Vendors
Smartleaf, a provider of overlay management portfolio solutions to the wealth management ...
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