CAMBRIDGE, MA–(Marketwired – Sep 17, 2013) – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, will host its third annual user group conference this week.
The conference draws users and executives from across Smartleaf’s national client base of regional bank trusts, registered investment advisors and broker dealers. This year’s list of featured speakers includes John Traynor, CIO of People’s United Bank; Nelson Dang, VP of the Asset Management Group at Bank of Hawaii; and Jack Nichols, President of Quantifacts, Inc.
Jerry Michael, Smartleaf President, noted that “Smartleaf clients deliver exceptional value to investors, including superior tax management and customization. They have also substantially increased efficiency. Our conference provides a forum where clients can share how they have leveraged the Smartleaf system to better serve investors and achieve business goals. One of the focuses of this conference is exploring how our clients can create competitive advantages by documenting the value they are delivering.”
About Smartleaf
Smartleaf helps wealth management institutions grow by streamlining the way they manage customized investment accounts. We offer an overlay portfolio management solution currently used to oversee more than $50 Billion in assets.
At the firm level, Smartleaf is a tool for rapidly distributing and implementing investment ideas. At the account level, it automates customized rebalancing to free portfolio managers from manual tasks. Unlike other portfolio management solutions, Smartleaf provides proactive trade recommendations for every account, along with daily metrics to help managers identify opportunities to add value.
Banks using Smartleaf have lowered the dispersion of their investment accounts by 60%, reduced client tax burden by more than 75% and implemented their investment ideas up to 10 times faster.
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