Blog & News
Gerard Michael
Trump, Uncertainty and Control
With the unexpected election of Donald Trump, we are headed into uncharted waters. Some ...
Start Reading
Gerard Michael
A Tax Management Face Off
Wealthfront recently asserted that their tax loss harvesting algorithm was better than ...
Start Reading
Gerard Michael
Getting Ahead of Macro Trends in Wealth Management
Victor Pollaci
Are You a Hero?
Nobody likes paying taxes. However, thanks to Smartleaf, tax filing season is a great ...
Start Reading
Victor Pollaci
2015 Year in Review: Raising Automation and Efficiency to New Levels
Smartleaf is the premier automated overlay portfolio management solution for banks and ...
Start Reading
Victor Pollaci
ESG Constraints with Smartleaf
Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) ...
Start Reading
Victor Pollaci
Smartleaf's Autopilot Backtest Shows 1.97% Annual Increase in After-Tax Returns
Results Demonstrate Power of Smartleaf's Sophisticated Automated Investment Analytics
Start Reading
Victor Pollaci
Research Brief: Tax Efficient Legacy Portfolio Transition
Transitioning a legacy portfolio can generate large capital gains taxes. Smartleaf’s ...
Start Reading
Victor Pollaci
Smartleaf Unveils Digital Wealth Platform at the User Group Conference
Smartleaf, a leading provider of overlay portfolio management solutions to the wealth ...
Start Reading
Victor Pollaci
Smartleaf Study Shows Tax-Sensitive Transition Saves 6.92% of Portfolio Value
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts