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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

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