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    Gerard Michael

    [Demo Video] Smartleaf's Advisor Portal

    A six minute demo of Smartleaf's Advisor Portal.
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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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