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    Raptor Trading System Announces Successful Trading Platform Integration with Smartleaf

    May 30, 2018

    Raptor Trading Systems and Smartleaf successfully integrate their systems to create an industry-leading automated rebalancing and trade order management solution.

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    research

    Smartleaf Taxes Saved 2017

    January 09, 2018

    Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% of Portfolio Value in 2017.

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    Are You a Hero?

    March 10, 2016

    Nobody likes paying taxes. However, thanks to Smartleaf, tax filing season is a great time to remind your clients that they are in good hands. 

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    2015 Year in Review: Raising Automation and Efficiency to New Levels

    January 15, 2016

    Smartleaf is the premier automated overlay portfolio management solution for banks and RIAs. Below are some highlights from 2015.

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    research

    ESG Constraints with Smartleaf

    December 28, 2015

    Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) restrictions.  We were curious about what happens to ESG constraint usage when operational barriers were removed, so we looked at ESG use on accounts managed on the Smartleaf system.

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    research

    Smartleaf's Autopilot Backtest Shows 1.97% Annual Increase in After-Tax Returns

    December 28, 2015

    Results Demonstrate Power of Smartleaf's Sophisticated Automated Investment Analytics

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    research

    Research Brief:  Tax Efficient Legacy Portfolio Transition

    December 28, 2015

    Transitioning a legacy portfolio can generate large capital gains taxes. Smartleaf’s tax-sensitive rebalancing system, used in conjunction with direct indexes, can significantly reduce—and in some cases eliminate—the tax burden of transition.

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    Smartleaf Unveils Digital Wealth Platform at their  2015 User Group Conference

    November 11, 2015

     

    Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, concluded their 5th annual User Group Conference this September.

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    backtest-results

    Smartleaf Study Shows Tax-Sensitive Transition Saves 6.92% of  Portfolio Value

    October 16, 2015

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    Introducing Smartleaf Asset Management

    February 13, 2015

    Smartleaf, Inc.'s Fully-Owned Subsidiary Leverages Smartleaf's Technology to Manage Direct Index Portfolios

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