Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, concluded their 5th annual User Group Conference this September.
Portfolio managers and executives from Smartleaf's nationwide client base gathered at the Millenium Bostonian Hotel to discuss user best practices, share feedback, and get a glimpse of the Cambridge-based company's future plans. Among the featured topics at this year's conference was the announcement of Smartleaf's Digital Wealth Platform. This solution will help banks deliver an automated investment management solution that leverages their existing wealth management capabilities to create a differentiated client experience.Among the guest speakers:
- Ken Hoffmann, president of the Optima Group, discussing digital experiences for the high net worth investor
- Kevin Hilsmier, of SEI, speaking on tax-managed ETFs
- Bill Martin, Chief Investment Officer of Intrust, updating on taxes saved with Smartleaf
- Frank Casey, from PEAQ Capital Strategies, advising on industry best practices
About Smartleaf
Smartleaf helps wealth management institutions grow by streamlining the way they manage customized investment accounts. We offer an overlay portfolio management solution currently used to oversee more than $50 Billion in assets.
RELATED ARTICLES
Gerard Michael
7
min read
Old vs. New Wealth Management Part II: Role Changes
The biggest change happening in wealth management is in functional roles
Start Reading
Gerard Michael
11
min read
Old vs. New Wealth Management
Changes in wealth management and the forces driving them
Start Reading
Gerard Michael
5
min read
Lendit 2017: Differentiate or Die
Differing views from Smartleaf and Wealthfront on the future of wealth management
Start Reading
COMMENTS