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Smartleaf

@SmartleafInc

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable.

 Boston, MA
smartleaf.com
Joined February 2013
  • Tweets1.7K
  • Following671
  • Followers669
142Media
Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)Photo by Smartleaf (@SmartleafInc)
Replying to @INTRUSTBank
@INTRUSTBank has figured out the answer to providing a terrific digital experience for clients—and it revolves around an integrated client portal ecosystem. Learn how they found their solution in Wealth Access with @Genivity @SmartleafInc @MoneyGuidePro bit.ly/34Ur648
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ESG appeal survives test of market pullback bit.ly/3jsZZC3 via InvestmentNews.com
Image from InvestmentNews (@investmentnews)
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Wow. Would say this is long overdue, though I understand CFA exam administration is SO huge this was a BIG lift from @CFAinstitute. Cool to see the time has arrived. :) "CFA Institute To Begin CFA Level II And III Computerized Testing In 2021" bit.ly/3gCtFLZ
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In these stressful times, advisers can help their clients tackle college expenses bit.ly/3a5TUb9 via InvestmentNews.com
Image from InvestmentNews (@investmentnews)
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.@INTRUSTBank CIO Bill Martin and @SmartleafInc President Jerry Michael tell #investwest2019 audience how rebalancing tech is disrupting #WealthManagement and that centralized rebalancing can actually INCREASE customization and tax management @InVest_Event
Image from Gavin Spitzner (@gspitzner)
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Choosing new technology for your financial advisory is one thing, implementing it is another. Here are 5 tips to help you successfully implement new tech. hubs.ly/H0lGrCb0
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Takeaways from the #T32019 Enterprise Conference via @ryanWneal of @investmentnews: The "race to zero" and eliminating trading commissions a popular topic investmentnews.com/article/2…
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We’re proud to announce $0 online stock, ETF, and options commissions to help make investing accessible to all. bit.ly/2MZeL4H
Image from Charles Schwab Corp (@CharlesSchwab)
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Now Schwab clients get $0 online equity trade commissions + our Satisfaction Guarantee. Effective 10/7/19. bit.ly/33hXHx9
Image from Charles Schwab Corp (@CharlesSchwab)
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Smartleaf retweeted
Tom Moysak (@tjmoysak) profile picture
Tom Moysak@tjmoysak6 Aug 2019
When comparing strengths and weaknesses, human #financialadvisors still outperform #roboadvisors in several crucial areas [Robo-Advisors vs Human Advisors: Who’s Better at What?] buff.ly/2WWwvEQ via @SmartleafInc #fintech #wealthmanagement #wealthtech
Image from Tom Moysak (@tjmoysak)
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#Invest19 demo's continue with @SmartleafInc CEO Jerry Michael showing off new #UMH household level tax-optimized rebalancing engine. Nice touch to be able to quantify the tax alpha to help advisors demonstrate value creation.
Image from Gavin Spitzner (@gspitzner)
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Digital transformation happens at In|Vest 2019. Here's a preview of live demos you'll see July 16-17 in NYC from @getvymo, @trendrating, @SmartleafInc and @orionadvisor - bit.ly/30iyl0D
Image from In|Vest 2020 (@InVest_Event)
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#soloselfie with Ana from @SmartleafInc @qconnewyork - so nice to meet you and thanks for stopping by @soloio_inc
Image from Betty Junod (@BettyJunod)
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The sleeved vs #sleeveless #UMA debate rages on. No one makes more thoughtful argument for sleeveless than @SmartleafInc CEO Jerry Michael. #WealthManagement #WealthTech smartleaf.com/our-thinking/s…
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Bill Martin, CIO of @INTRUSTBank and our #ABAWMTC Advisory Board chair and Mark Nitzberg, PhD, @berkeley_ai and @SmartleafInc co-founder speak about the Transformation of Advice and Work in a World of Thinking Machines @ABABankers #AI #MachineLearning #hybridadvice
Image from Gavin Spitzner (@gspitzner)
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Episode 144 (podcast) Recorded live from @InVest_2018 (2 of 3) VIA #BankOnItPodcast with Eric Poirier from @Addepar - Anton Honikman from @MyVestCo - Gerry Michael from @SmartleafInc - Kapin Vora from @capco listen here>medium.com/@johnsiracusa/epi…
Image from John Siracusa (@johnsiracusa)
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Well done @SmartleafInc strong demo. Love that ‘how I added value’ style advisor reporting and the layered / client specific constraints on rebalancing workflow. #inVest2018
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Replying to @SmartleafInc
@SmartleafInc continues to stand out as state-of-the-art tax smart portfolio rebalancing engine very attuned to bank space. Nice enhancements to help advisors and pms demo value to clients scalably #invest2018
Image from Gavin Spitzner (@gspitzner)
Image from Gavin Spitzner (@gspitzner)
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My @InVest_2018 interview with Gerard Michael from @SmartleafInc VIA #BankOnItPodcast at #InVest2018 listen soon for his interview!
Image from John Siracusa (@johnsiracusa)
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The primary method that ⁦@SmartleafInc⁩ clients use to sheet accounts to rebalance is the cost/benefit score #invest2018
Image from Craig Iskowitz (@craigiskowitz)
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