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Video_ Tax Management

Video: What to Look for in a Tax Management System

June 27, 2019

The six tools you should have in your tax management toolkit.

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blog
Smartleaf Architecture Video Still

Video: Smartleaf Architecture - How We Do It

June 12, 2019

A video animation of portfolio management using the Smartleaf system

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blog
Sleeve Video #2

Video: The Downside of Sleeves

March 27, 2019

Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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blog
Video_ Portfolio Customization 2 (3)

Smartleaf Demo: Automated Customized Trades

February 27, 2019

An account-level look at customized trades within the Smartleaf system

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blog
Video_ Smartleaf Demo_ Rebalancing Workflows

Smartleaf Demo: Rebalancing Workflow

December 05, 2018

We show you how to rebalance with the Smartleaf platform

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sleeve-based-investing
Sleeve Video #1 image

Video: The Sleeves Conundrum

October 25, 2018

Sleeves were created for one purpose, but now they’re used for another. It’s not a good idea.

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videos
Webinar Image-2

Webinar: Old vs. New Wealth Management

October 18, 2018

Smartleaf and Windham Labs discuss the future of wealth management in a webinar

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smas
Video Image_ Guide to UMAs (1)

Video: A Guide to UMAs

September 20, 2018

The evolution of SMAs and UMAs 

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industry-commentary
Smartleaf Demo

Smartleaf Demo from In|Vest 2018

August 16, 2018

A six-minute demo of the Smartleaf system from the In|Vest 2018 conference

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terminology-guide
Video Image_ Guide to SMAs

Video: A Guide to SMAs

August 01, 2018

The past, present and future of SMAs

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