Resources > Blog >

Gerard Michael December 05, 2018 1 min read

Smartleaf Demo: Rebalancing Workflow

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.

Gerard Michael

President, Co-Founder

COMMENTS

RELATED ARTICLES

Gerard Michael October 18, 2018 1 min read

Webinar: Old vs. New Wealth Management

Smartleaf and Windham Labs discuss the future of wealth management in a webinar

Gerard Michael August 16, 2018 1 min read

Smartleaf Demo from In|Vest 2018

A six-minute demo of the Smartleaf system from the In|Vest 2018 conference

Gerard Michael October 25, 2018 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.