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    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: Rebalancing Done Right

    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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