You guys have been quiet? That’s a $WRAP

P&PS Index now the selenev Frontline Public Safety Index - follow over at @selenev_indexes calc agent @index_one1 invest with @QuorusFinancial or thru RIAs with @SmartleafAM

Did you miss any news from Day #2 of the T3 Conference last week? #T32025 was hoping thanks to buzz-building announcements from @SyntaxData, Open VRM, @SmartleafAM, @FCI_Cyber, & @_FPAlpha. Find the 03/04/2025 T3 News Daily Digest here: t3conferences.com/t3-news-da…

About to begin: "AI & Investing: Analyzing the Current Trends and Opportunities" hosted by @BabsonFinance #BostonFintechWeek2023 W/ @SriKris: @QuantUniversity, @Kleida_Martiro: @GlasswingVC, Anish Shah: @SmartleafAM, @DushyantRBLT: @RBLTSecurities, @ArunVermaQuant: @Bloomberg

Now available on @FidelityInst!

"Our solutions are built to fit your process, not the other way around" @gjtamer joined @Smartleafam Gerard Michael Justin Wilkinson David Coyle to showcase our report w/ @FTI_US @iimag report detailing RIAs who are enhancing the client experience through new fintech. #AEdrive22

Thanks to @leap100 of @SmartleafAM for stopping by the #T3SocialCam at #T32022 to share why the annual T3 Conference is not to be missed!

Oh snap, Calvin with @SmartleafAM is killing it over at the Panoramix booth!! #gametime #T32022

Thank you judges for selecting @SmartleafAM for the Wealthies Award for best Separate Accounts (though we usually manage entire portfolios)!

Congratulations @SmartleafAM

Congratulations @SmartleafAM, winner of the ASSET MANAGERS: Separate Accounts category of the 2021 Wealth Management Industry Awards. #WMIA21 #Wealthies

We're excited to announce that we've expanded our Model Marketplace through partnerships with @StateStreetGA & @SmartleafAM offering #advisors access to new low-cost growth strategies through our #wealthmanagement platform! Read more here: ow.ly/R3MF50G6nup #fintech

Our president joined Julie Cooling to discuss what sets Smartleaf Asset Management (SAM) apart from other subadvisors, and how advisors can leverage SAM’s platform to deliver scalable customization and tax management to their clients. #wealthmanagement #fintech #SmartleafAM

Smartleaf Asset Management: A New Kind Of Subadvisor Read Now: tinyurl.com/4523bffn @SmartleafAM #RIA #RIAChannel #ScalableCustomization #TaxManagement

A Primer on Implementing Direct Indexes Live Webcast Friday, May 21, 1PM ET – 1 CE Credit Register Now: tinyurl.com/vjhhrcr5 @SmartleafAM #RIA #RIAChannel #DirectIndexes #SourceManagement