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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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