Blog Post by Gerard Michael
Tax-Optimized Householding
What is householding and what’s required to do it well?
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Spotlight: Smartleaf Client Services
We talk with Bob McKinley, head of client services, about the role of client services in ...
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Video: What to Look for in a Tax Management System
The six tools you should have in your tax management toolkit.
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Video: Smartleaf Architecture - How We Do It
A video animation of portfolio management using the Smartleaf system
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Robo-Advisors vs. Human Advisors: Who’s Better at What?
A comparison of strengths and weaknesses
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Smartleaf Powers High Service, High Growth Strategy for Altium Wealth
Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations ...
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Gains Deferral: The Core of Tax Management
Loss harvesting gets all the attention, but it's gains deferral that does most of the ...
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Why Tax Loss Harvesting Really Matters
We address common objections to loss harvesting
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Automated Household-Level Rebalancing
Managing multiple accounts to a single target in a tax-optimized manner
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Smartleaf Announces the Release of NexGen Social Screens
Smartleaf expands its social screen list in response to evolving investor demands
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