We show you how to rebalance with the Smartleaf platform
At In|Vest West, we demoed the Smartleaf platform. In this video, we illustrate Smartleaf’s primary workflow by rebalancing, in less than six minutes, an entire book of business with high levels of customization and expert tax management.

RELATED ARTICLES
Gerard Michael
1
min read
Webinar: Old vs. New Wealth Management
Smartleaf and Windham Labs discuss the future of wealth management in a webinar
Start Reading
Gerard Michael
1
min read
Smartleaf Demo from In|Vest 2018
A six-minute demo of the Smartleaf system from the In|Vest 2018 conference
Start Reading
Gerard Michael
1
min read
Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good idea.
Start Reading
COMMENTS