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.