Blog
Gerard Michael
Smartleaf's Top Blog Posts of 2022
Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your ...
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Gerard Michael
Case Study: Altium Wealth Management Saved 68% of Their Clients More in Taxes Than Their Clients Paid in Fees.
What if you could demonstrably save your clients more in taxes than you charge in fees?
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Gerard Michael
[Demo Video] Smartleaf's Advisor Portal
A six minute demo of Smartleaf's Advisor Portal.
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Gerard Michael
Smartleaf: Personalized & Tax-Optimized Portfolios Made Simple
An overview of what we do, how we do it, and what makes us different.
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Gerard Michael
Wealth Advisor Case Study: Smartleaf, Transformation and Growth
A Q&A with a wealth advisor about how Smartleaf transformed their business
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Gerard Michael
We’re Not a Rebalancing System
How Smartleaf differs from ordinary rebalancing systems.
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Gerard Michael
Quantitative Finance For The Rest of Us
Applying institutional quality analytics to the needs of individual investors.
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Gerard Michael
Why Smartleaf?
Why we do what we do.
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Gerard Michael
Why Smartleaf Isn't the Right Fit for Everyone
We re-engineer wealth management workflows. It's not always the right fit for everyone.
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Gerard Michael
Spotlight: Smartleaf Client Services
We talk with Bob McKinley, head of client services, about the role of client services in ...
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