Blog & News
Gerard Michael
D.A. Davidson & Co. Chooses Smartleaf to Power SMA Conversion
Converts SMA assets to models-based program to go along with existing Rep-as-PM program
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Gerard Michael
Smartleaf Innovates Portfolio Management with Target Templates
New feature helps managers serve clients better through fast, efficient customized ...
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Gerard Michael
U.S. Bank Selects Smartleaf’s Overlay Portfolio Management Solution as Common Platform for Discretionary Wealth Management Investment Offerings
Smartleaf Will Help Manage More Than 40,000 Portfolios for America’s Fifth Largest ...
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Gerard Michael
Smartleaf Names Robert Sandrew New Director of Business Development
CAMBRIDGE, Mass., Dec. 14, 2010 – Smartleaf, Inc., a provider of an advanced overlay ...
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Gerard Michael
Smartleaf Assets Under Management Surpass $35 Billion; Achieves 40% Asset Growth in One Quarter
CAMBRIDGE, Mass., Nov. 11, 2010 – Smartleaf, Inc., a top provider of overlay portfolio ...
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Gerard Michael
Bank of Hawaii Investment Services Group Enhances Wealth Management Options for Clients
Smartleaf & Prima Capital Help Bank Provide Unified Managed Accounts, New Manager ...
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Gerard Michael
Smartleaf Passes $25 Billion in Assets Under Management
Overlay Portfolio Management Solutions Provider for Banks & Registered Investment ...
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