Press Releases
Smartleaf Furthers Commitment to Wealth Management Innovation through Model Distribution Service and Model Vendor Portal
New Feature Allows Model Managers to Access, Update Models Online Cambridge, Mass. – March 14, 2012 – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, today announced the addition of an online portal for model vendors. This portal is part of Smartleaf’s Model Distribution Service (MDS) and will streamline [...]
Smartleaf to Provide Glimpse Into Future of Customized Wealth Management at Money Management Institute TechOps11 Event
Panel to Focus on Micro-Outsourcing During Technology and Operations Conference CAMBRIDGE, MA–(Marketwire – Nov 16, 2011) – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, today announced that President and co-founder Jerry Michael will offer expertise as a panel member at the Money Management Institute (MMI) Technology and Operations [...]
Smartleaf Hosts First Annual User Group Conference For Overlay Portfolio Management
Smartleaf Hosts First Annual User Group Conference For Overlay Portfolio Management WHAT: Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, will be hosting a user group conference focusing on the delivery of customized wealth management solutions. The event will feature two tracks. Smartleaf President and CEO Jerry Michael will [...]
D.A. Davidson & Co. Chooses Smartleaf to Power SMA Conversion
Converts SMA assets to models-based program to go along with existing Rep-as-PM program CAMBRIDGE, Mass., August 2, 2011 – Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, announced today that D.A. Davidson & Co., a leading regional broker-dealer, has chosen Smartleaf’s overlay technology as the engine to convert [...]
Smartleaf Sets New Standard for Financial Portfolio Management Through Addition of Target Templates
New feature helps managers serve clients better through fast, efficient customized portfolio modeling CAMBRIDGE, Mass., June 1, 2011 – Smartleaf, Inc., a leading provider of overlay portfolio management solutions to the wealth management industry, has launched Target Templates™, a unique feature that enhances Smartleaf’s industry-leading overlay solution by making it even faster and easier for [...]