Learn how overlay management can revolutionize your managed account program.

News & Events

Press Release

13 November 2008

Washington Trust Wealth Management Selects Smartleaf for Overlay Technology
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30 October 2008

OBS Financial to distribute Dimensional Fund Advisors (DFA) family of asset classes via Smartleaf overlay technology
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26 February 2008

Smartleaf and Capital Market Consultants, LLC Launch CMC O3 Unified Managed Account Service
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Press Release

05 January 2008

F-Squared Investments and Smartleaf Announce Partnership to Create Alpha-Cycle™ Separately Managed Account Investment Vehicles
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overlay management Our Focus Smartleaf can
help you …

Increase efficiencies in your SMA program that foster growth — with minimal operational burden.
company Our Customers Sunguard

“Smartleaf offers the most scalable and effective technology in the industry.”
products and services Our Solutions Discover: The Overlay Advantage

Learn how Smartleaf improves compliance, consistency and control for your managed accounts