Skip to content

Victor Pollaci

    avatar
    Director of Product Management

    Blog Post by Victor Pollaci

    Victor Pollaci

    Smartleaf Announces Release of Taxes Saved Report

    Smartleaf Launches Report that Documents Amount Advisors Save Clients in Taxes
    Start Reading
    Victor Pollaci

    Smartleaf Announces Release of Scenario Analysis Report

    Smartleaf Launches Prospecting Tool to Demonstrate Value of Tax-Sensitive Transitions
    Start Reading
    Victor Pollaci

    ETF Tax Management: 1.57% Tax Alpha Generated / Year

    Tax Management Generates 1.57%/ Year in Tax Savings for 10-Sector ETF Portfolio
    Start Reading
    Victor Pollaci

    Direct Indexing: Tax Management Generates 1.93%/ Year in Tax Alpha for Medium Income Investor

    Tax Management Generates 1.93%/ Year in Tax Savings in Sector Rotation Strategy using ...
    Start Reading
    Victor Pollaci

    Third Annual Smartleaf User Group Conference

    CAMBRIDGE, MA–(Marketwired – Sep 17, 2013) – Smartleaf, a leading provider of overlay ...
    Start Reading
    Victor Pollaci

    Smartleaf: How Overlay Portfolio Management Changes Workflows

    Separating Guidance, Security Selection, Customization and Rebalancing Leads to Better ...
    Start Reading
    Victor Pollaci

    Smartleaf Launches New White Paper Series for Wealth Managers Exploring Overlay Portfolio Management

    New Series Explains Fundamentals of Overlay Technology
    Start Reading
    Victor Pollaci

    People’s United Bank Taps Smartleaf to Transform Wealth Management Business

    Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized ...
    Start Reading
    Victor Pollaci

    Smartleaf Furthers Commitment to Wealth Management Innovation through Model Distribution Service and Model Vendor Portal

    New Feature Allows Model Managers to Access, Update Models Online
    Start Reading
    Victor Pollaci

    Smartleaf to Provide Glimpse Into Future of Customized Wealth Management at Money Management Institute TechOps11 Event

    Panel to Focus on Micro-Outsourcing During Technology and Operations Conference
    Start Reading