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    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    blog
    SLClientServices

    Spotlight: Smartleaf Client Services

    July 11, 2019

    We talk with Bob McKinley, head of client services, about the role of client services in a software firm.

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    blog
    Video_ Tax Management

    Video: What to Look for in a Tax Management System

    June 27, 2019

    The six tools you should have in your tax management toolkit.

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    blog
    Smartleaf Architecture Video Still

    Video: Smartleaf Architecture - How We Do It

    June 12, 2019

    A video animation of portfolio management using the Smartleaf system

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    blog
    TL_118

    Robo-Advisors vs Human Advisors: Who’s Better at What?

    May 30, 2019

    A comparison of strengths and weaknesses

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    news
    cb0564_d01f9075112c419896ec545cb8111c3e_mv2

    Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

    May 20, 2019

    Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.

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    blog
    TL 117

    Gains Deferral: The Core of Tax Management

    May 16, 2019

    Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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    blog
    TaxLossHarvestingMatters

    Why Tax Loss Harvesting Really Matters

    May 01, 2019

    We address common objections to loss harvesting

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    blog
    TL115_Householding

    Automated Household-Level Rebalancing

    April 17, 2019

    Managing multiple accounts to a single target in a tax-optimized manner

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    news
    114AprilFools

    Smartleaf Announces the Release of NexGen Social Screens

    April 01, 2019

    Smartleaf expands its social screen list in response to evolving investor demands

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    blog
    Sleeve Video #2

    Video: The Downside of Sleeves

    March 27, 2019

    Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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