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Gerard Michael

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    President, Co-Founder

    Blog Post by Gerard Michael

    Gerard Michael

    Can Cash Management Be Automated?

    Why cash management is a problem. Why direct indexing makes it worse. And how automation ...
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    Gerard Michael

    [Demo Video] Smartleaf's Advisor Portal

    A six minute demo of Smartleaf's Advisor Portal.
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    Gerard Michael

    Smartleaf: Rebalancing Done Right

    An overview of what we do, how we do it, and what makes us different.
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    Gerard Michael

    Direct Indexing FAQ

    A Q&A on direct indexing
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    Gerard Michael

    Three Types of Wealth Management Firms

    Wealth management firms differ in their core value proposition. This is an updated ...
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    Gerard Michael

    How to Manage Complex Portfolios at Scale

    Reimagining and reengineering how portfolios are rebalanced. This is a revised version of ...
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    Gerard Michael

    Introducing SAGA™: Smartleaf’s AI-Powered Trade Explainer

    Smartleaf announces the release of a SAGA™, a groundbreaking AI-powered system for ...
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    Gerard Michael

    Smartleaf's Top Blog Posts of 2021

    Automated rebalancing, direct indexing, the launch of Smartleaf Asset Management — and ...
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    Gerard Michael

    2021 Taxes Saved Report

    Do you save your clients more in taxes than you charge in fees?
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    Gerard Michael

    Wealth Advisor Case Study: Smartleaf, Transformation and Growth

    A Q&A with a wealth advisor about how Smartleaf transformed their business
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