10 Jan 2024
🤝NEWS: PARTNERSHIP🤝
Smartleaf Asset Management (“SAM”), the RIA subsidiary of @SmartleafInc, has announced a strategic partnership with private wealth management and institutional investment consulting firm Clearstead Advisors.
businesswire.com/news/home/2…
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8 Nov 2023
As the end of the year approaches, advisors should consider tax-efficient strategies to take charitable giving to the next level. Smartleaf President Jerry Michael spoke with @wealth_report to outline various strategies.
wealthsolutionsreport.com/20…
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18 Jan 2023
Principal partners with YieldX, Smartleaf on direct indexing for fixed-income securities bit.ly/3iPDzjq #InvestmentNews @ryanWneal
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734
29 Dec 2022
Real-Time Tracking of Realized Gains and Losses
Ep. 168: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
bit.ly/3VOzaLp @jaypalter
@YuHelenYu @BionicSocialite
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20 Dec 2022
Real-Time Tracking of Realized Gains and Losses
Ep. 168: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
bit.ly/3VOzaLp
@ryanWneal @cherylnash2 @alvinfoo
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377
5 Dec 2022
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
bit.ly/3VOzaLp
@NeiraOsci @jaypalter @1DavidClarke
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4 Dec 2022
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
bit.ly/3VOzaLp @maxmarchione @cjking711 @ITinformed
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3 Dec 2022
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
bit.ly/3VOzaLp
@velvet_anna @SpirosMargaris @rolekretirement
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1 Nov 2022
The most interesting development in DI has been how quickly it all went captive. Not many independents providing solutions left. Schwab, Franklin, BlackRock, Morningstar, Morgan Stanley, Pershing ... not many smaller folks left. SmartLeaf?
1 Nov 2022
'Morningstar Wealth jumps into the direct indexing game' investmentnews.com/morningst… via @investmentnews
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28 Apr 2022
This is a big win for Smartleaf Asset Management adding Everence Financial and their $2b AUM as a new strategic sub-advisory client.
#wealthmanagement #fintech lnkd.in/echf5pEJ
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21 Apr 2022
We are honoured to announce that our Smartleaf patented process has won a Queens Award for Enterprise in the Innovation category! #queensawards #queensawards2022 #innovation #ip #smartleaf #patent #foodwaste #babyleaf #salad #freshproduce
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16 Apr 2022
Smartleaf high care indeed. ‘Like a spa for leaves’ one recent visitor said and that is a perfect description of our patented Babyleaf process. Find out more at smartleaf.co.uk #smartleaf #fridgelife #babyleaves #salad #healthy #freshproduce #innovation
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7 Dec 2021
#SchneiderElectric y Smartleaf Analytics ayudarán al sector hotelero a ser más competitivo, sostenible y digital, combinando IA, Big Data y tecnologías de eficiencia energética en una misma solución. ¡Sigue leyendo! spr.ly/6016JSOZ8 #digitalización
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2 Dec 2021
➡️ Schneider Electric y Smartleaf trabajan en una solución conjunta que combinará tecnologías de #IA, #BigData y #EficienciaEnergética para conseguir hoteles más sostenibles y digitales ⎮ @SchneiderES @SmartLeafLpa👇👇 smart-lighting.es/schneider-…
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1 Dec 2021
.@SchneiderES y Smartleaf establecen una alianza por la digitalización del sector hotelero
#climatizacion
#ELECTRICIDAD
#NuevasTecnologías
📌 Lee la noticia completa aquí:
proinstalaciones.com/actuali…
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28 Nov 2021
Sin duda, @ZennioSpain aporta a cualquier establecimiento turístico un valor añadido y diferenciación acompañándolo de un cuidado diseño y continuas innovaciones tecnológicas.
#smartleaf #zennio #digitalizaciónturística #automatización #turismosostenible
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16 Nov 2021
Nuestra CEO, Obdulia Henríquez, ha sido una de las 10 finalistas a nivel nacional en la V Edición #GIRAMujeres con el proyecto Smartleaf Analytics.
Un placer haber llegado hasta aquí y compartido con las 4 ganadoras y demás finalistas.
@CocaColaCo_es
@CocaCola_es
16 Nov 2021
🔴 #GIRAMujeres cierra su V edición en un evento en el que se desvelarán el nombre de los proyectos ganadores. 🏆
Un total de 466 proyectos de emprendimiento 💡 han sido presentados este año, pero solo 4 serán los ganadores. 👩👏
¡Comenzamos! 🙌
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16 Jun 2021
Join us in 2 weeks with Turing Technologies and Melius Investments as we discuss the possibilities of Ensemble Methods in Active Portfolio Management. hubs.la/H0QqmG40
#Smartleaf #fintech #ensemblemethods #wealthtech #webinar
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8 Jun 2021
Smartleaf Asset Management: A New Kind Of Subadvisor
Read Now: tinyurl.com/4523bffn
@SmartleafAM
#RIA #RIAChannel #ScalableCustomization #TaxManagement
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30 Apr 2021
Do you know what you need to manage complex portfolios at scale? We have the answer. Learn more at hubs.ly/H0MjMBJ0. #wealthmanagement #fintech #finance #smartleaf
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