Blog & News
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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Gerard Michael
Video: Smartleaf Architecture - How We Do It
A video animation of portfolio management using the Smartleaf system
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Gerard Michael
Smartleaf Demo: Automated Customized Trades
An account-level look at customized trades within the Smartleaf system
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Gerard Michael
An Inside Look at Cost-Benefit Rebalancing
How cost-benefit scores and cost-benefit rebalancing work.
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Gerard Michael
Smartleaf Demo: Rebalancing Workflow
We show you how to rebalance with the Smartleaf platform
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Gerard Michael
Thank You From Smartleaf (and the lobsters)
Happy Thanksgiving from all of us at Smartleaf
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Gerard Michael
Smartleaf Demo from In|Vest 2018
A six-minute demo of the Smartleaf system from the In|Vest 2018 conference
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Gerard Michael
The Difference Between Smartleaf and an Optimizer
The nuts and bolts of an optimization-based rebalancing automation system.
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Gerard Michael
Why We Created a Taxes Saved Report
Most tax management is mediocre. How do you demonstrate your excellence?
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Gerard Michael
The Best as the New Normal
How wealth management will transform and what we'll do to push that transformation
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