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Gerard Michael
Video: Discovering Unified Managed Householding
A recording of our “Discovering Unified Managed Householding: A Demo” webinar with ...
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Gerard Michael
Video: Rebalancing Automation: Lessons From The Crisis Webinar
A recording of our “Rebalancing Automation: Lessons from the Crisis” webinar with Greg ...
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Gerard Michael
Three Ways Rebalancing Tech is Disrupting Wealth Management
Three predictions about radical rebalancing technology
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Gerard Michael
Smartleaf InVest 2019 Demo: Householding
A seven-minute demo of Smartleaf’s householding functionality
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Gerard Michael
Video: What to Look for in a Tax Management System
The six tools you should have in your tax management toolkit.
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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
Video: The Downside of Sleeves
Sleeves are expensive, bad for tax management and, in the presence of customization and ...
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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
Smartleaf Demo: Rebalancing Workflow
We show you how to rebalance with the Smartleaf platform
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Gerard Michael
Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good ...
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