Topics: Blog, Householding, Video, Wealth Management

Video: Discovering Unified Managed Householding

A recording of our “Discovering Unified Managed Householding: A Demo” webinar with Smartleaf’s Victor Pollaci and Stefan Mitropolitsky.

 

Smartleaf’s Victor Pollaci and Stefan Mitropolitsky spoke yesterday in a live webinar as they demoed our newest feature: household-level rebalancing.

We deliver tremendous value to our clients via scale and sophistication. Now we have defined the next frontier of tax management: Unified Managed Households.

Stefan Mitropolitsy, SVP of Technology 

You can also read our blog post: Automated UMH Rebalancing, Smartleaf adds support for automated household-level account management.

 


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