Gerard Michael October 28, 2016

Getting Ahead of Macro Trends in Wealth Management

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Gerard Michael March 10, 2016

Are You a Hero?

Nobody likes paying taxes. However, thanks to Smartleaf, tax filing season is a great ...

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Gerard Michael January 15, 2016

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

Smartleaf is the premier automated overlay portfolio management solution for banks and ...

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Gerard Michael December 28, 2015

ESG Constraints with Smartleaf

Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) ...

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Gerard Michael December 28, 2015

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

Results Demonstrate Power of Smartleaf's Sophisticated Automated Investment Analytics

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Gerard Michael December 28, 2015

Research Brief:  Tax Efficient Legacy Portfolio Transition

Transitioning a legacy portfolio can generate large capital gains taxes. Smartleaf’s ...

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Gerard Michael November 11, 2015

Smartleaf Unveils Digital Wealth Platform at the User Group Conference

Smartleaf, a leading provider of overlay portfolio management solutions to the wealth ...

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Gerard Michael October 16, 2015

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

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Gerard Michael February 13, 2015

Introducing Smartleaf Asset Management

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

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Gerard Michael November 21, 2014

Smartleaf Announces Release of Taxes Saved Report

Smartleaf Launches Report that Documents Amount Advisors Save Clients in Taxes

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