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

    November 14, 2019

    First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services, an important component of First Western Trust’s vision to be the best private bank for the western wealth management client 

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    Smartleaf Introduces Automated Household-Level Rebalancing at User Group

    October 04, 2019

    Smartleaf unveiled its upcoming automated household rebalancing functionality at the Smartleaf Summit user conference

     

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    Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

    May 20, 2019

    Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.

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    Smartleaf Announces the Release of NexGen Social Screens

    April 01, 2019

    Smartleaf expands its social screen list in response to evolving investor demands

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    Smartleaf Featured in WealthTech Club

    July 26, 2018

    Gerard Michael, Co-Founder and President of Smartleaf, was featured in WealthTech Club's latest research and analysis report.

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    Raptor Trading System Announces Successful Trading Platform Integration with Smartleaf

    May 30, 2018

    Raptor Trading Systems and Smartleaf successfully integrate their systems to create an industry-leading automated rebalancing and trade order management solution.

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    AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

    May 23, 2018

    Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at no additional cost.

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    Smartleaf Featured in the Boston Voyager

    October 13, 2017

    Gerard Michael, Co-Founder and President of Smartleaf was featured in the Boston Voyager's "Boston's Most Inspiring Stories" on entrepreneurship. 

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    Smartleaf Announces Apex Partnership

    January 24, 2017

    Cambridge, MA Ι January 24th, 2017  

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