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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

How Smartleaf Can Help You Grow Your Business

A Smartleaf client talks about how Smartleaf automated rebalancing has helped their ...
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Gerard Michael

A Wealth Management Horror Story

This is repost of our favorite (not actually so scary) story of an IRS audit.
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Gerard Michael

What Your Peers Are Saying About Automated Rebalancing

Highlights from conversations with our users.
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Gerard Michael

Crisis Case Study: The Power of Rebalancing Automation

What you can accomplish for your clients in a crisis when you have rebalancing ...
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Gerard Michael

2019 Smartleaf Taxes Saved Report

How much Smartleaf users saved their clients in taxes in 2019.
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Gerard Michael

2018 Taxes Saved: Documenting the Value of Tax Management

How much Smartleaf users saved their clients in taxes in 2018.
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Camille Carlton

Case Study: Leveraging Portfolio Customization to Win Business

Top performing PM lands a prospect with the help of Smartleaf’s customization software ...
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Victor Pollaci

Smartleaf Taxes Saved 2017

Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% ...
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Camille Carlton

Case Study: Bank Trust Portfolio Manager

 Top producing PM at bank trust uses Smartleaf to spend more time with clients.
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