studies-and-client-stories
    BBVA Case Study

    Case Study: Leveraging Portfolio Customization to Win Business

    July 11, 2018

    Top performing PM lands a prospect with the help of Smartleaf’s customization software and client services.

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    news
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    Smartleaf Featured in the Boston Voyager

    October 13, 2017

    Gerard Michael, Co-Founder and President of Smartleaf was featured in the Boston Voyager's "Boston's Most Inspiring Stories" on entrepreneurship. 

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    studies-and-client-stories
    USB Case Study

    Case Study: Bank Trust Portfolio Manager

    February 17, 2017

     Top producing PM at bank trust uses Smartleaf to spend more time with clients.

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    blog
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    Channel Your Inner Five-Year-Old

    January 11, 2017

    Why do we do things the way we do? Much of the time, the honest answer is "that's just the way we've always done it." 

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    blog
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    16 Million Gingerbread Houses

    December 22, 2016

    As 2017 approaches, Smartleaf would like to wish everyone a wonderful holiday season and a prosperous new year.

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    blog
    Model for the Future Small.jpg

    A Model For the Future

    December 09, 2016

    High-end portfolios have traditionally been managed one trade at a time, with portfolio managers working off of a buy-list and asset allocation guidelines. This is time consuming and expensive, but many think it is the only way to support high levels of customization and tax-management. In contrast, a “models-based” approach, while much more efficient, is often viewed as a one-size-fits-all "cookie-cutter" solution.

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    blog
    Thanksgiving Small-1.jpg

    Is Doing Good, Good Business?

    November 22, 2016

    As Thanksgiving rolls around, I can’t help but think of all the employees working during the holiday — as I used to be one of them. In the last several years, more and more retailers have extended their holiday hours and chosen to stay open on Thanksgiving day with the assumption that it was good for the bottom line. It turns out this may not even be true — it may be a case of all pain, no gain.

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