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Case Study: Bank Trust Portfolio Manager

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

USB Case Study

In this case study, we visit with a senior portfolio manager (PM) to find out what role Smartleaf has played in his success, and what advice he has for PMs who are new to the system.

This PM has been using Smartleaf to manage his book of business since 2007. Since 2011, he has been one of his firm’s top producing PMs as measured by revenue growth.

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