blog

    Celebrating a Revolution

    July 02, 2020

    July 4th - In praise of revolution.

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    blog

    Why Smartleaf?

    June 12, 2020

    Why we do what we do.

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    blog

    From Our Mailbox: The 'Black Box' Problem?

    May 29, 2020

    We answer a question from a reader about rebalancing automation and transparency.

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    news
    Smartleaf launches new direct indexes with idx insights

    Smartleaf Launches New Direct Indexes with IDX Insights Partnership

    May 14, 2020

    Smartleaf partners with IDX Insights to deliver a broad range of direct index models to Smartleaf’s clients.

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    blog

    Video: Rebalancing Automation: Lessons From The Crisis Webinar

    April 30, 2020

    A recording of our “Rebalancing Automation: Lessons from the Crisis” webinar with Greg Slater, CIO of Altum Wealth, and Bill Martin, CIO of Intrust Bank.

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    blog

    Crisis Case Study: The Power of Rebalancing Automation

    April 24, 2020

    What you can accomplish for your clients in a crisis when you have rebalancing automation: a look at the data.

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    blog

    Three Innovations That Will Change Wealth Management Forever

    April 01, 2020

    We survey three technical innovations in wealth management that will fundamentally change the industry.

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    blog

    Is This Any Time to Rebalance?

    March 20, 2020

    Yes, rebalancing makes sense, even (perhaps especially) in a crisis.

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    blog

    'Rebalancing Systems' Do Much More Than Rebalance

    March 04, 2020

    Modern-day “rebalancing systems” are complex decisioning systems that automate customization, tax management and compliance.

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    blog
    what's next for Smartleaf advisor portal scalable customization

    What's Next for Smartleaf: The Smartleaf Advisor Portal

    February 21, 2020

    Smartleaf is expanding its mission beyond scalable customization: helping advisors and clients understand the implications of their choices.

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