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    Gerard Michael

    CircleBlack and Smartleaf Partner to Provide an Integrated Management Solution to Benefit Both Firms’ Clients

    The combined offering provides a unified wealth management platform with a highly ...
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    Gerard Michael

    SAM, from Smartleaf

    SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for ...
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    Gerard Michael

    Smartleaf Launches New Low Cost Direct Indexes with Alpha Vee Partnership

    Smartleaf partners with Alpha Vee to provide direct index models to Smartleaf’s clients ...
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    Gerard Michael

    Introducing Smartleaf Automated UMH Rebalancing

    Smartleaf adds support for automated household-level account management
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    Gerard Michael

    Smartleaf Launches New Direct Indexes with IDX Insights Partnership

    Smartleaf partners with IDX Insights to deliver a broad range of direct index models to ...
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    Gerard Michael

    What's Next for Smartleaf: The Smartleaf Advisor Portal

    Smartleaf is expanding its mission beyond scalable customization: helping advisors and ...
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    Gerard Michael

    First Western Trust Chooses Smartleaf to Enrich Its Boutique Wealth Management Offering

    First Western Trust leverages Smartleaf to offer clients the highest level of ...
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    Gerard Michael

    Smartleaf Introduces Automated Household-Level Rebalancing at User Group

    Smartleaf unveiled its upcoming automated household rebalancing functionality at the ...
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    Gerard Michael

    Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

    Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations ...
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    Gerard Michael

    Smartleaf Client Spotlight: INTRUST Bank

    We learn a lot from our clients, and we’d like to, from time to time, spotlight use cases ...
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