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Family Wealth Report: Smartleaf Launches Series of White Papers on Overlay Technology

Smartleaf, the provider of overlay technology, is releasing a series of whitepapers to educate people about this kind of technology, and lift its profile. The first white paper, called A New Approach to Wealth Management, is available here, and provides an overview of blended-model overlay (also known as holistic overlay). 
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Director of Product Management