smartleaf.com
Smartleaf Inc. | Overlay Portfolio ManagementDevelopers of overlay portfolio management software for highly customized, scalable, and tax-efficient rebalancing of investment accounts.
http://www.smartleaf.com/
Developers of overlay portfolio management software for highly customized, scalable, and tax-efficient rebalancing of investment accounts.
http://www.smartleaf.com/
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SMARTLEAF, INC.
210 ●●●●DWAY
FOUR●●●●LOOR
CAM●●●DGE , MA, 02139
US
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JAMES TAYLOR
SMART●●●●● INC.
210 ●●●●DWAY
CAM●●●DGE , MA, 02139
US
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DAN RITTER
SMA●●●EAF
1 MEM●●●●●DRIVE
CAM●●●DGE , MA, 02142
US
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Smartleaf Inc. | Overlay Portfolio Management | smartleaf.com Reviews
https://smartleaf.com
Developers of overlay portfolio management software for highly customized, scalable, and tax-efficient rebalancing of investment accounts.
smartleaf.com
Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles
http://www.smartleaf.com/resources/media-coverage/financial-advisor-iq-rebalancing-strategies-reveal-different-advice-styles
Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles. Technology is making it easier for hands-on financial advisors to rebalance their clients’ investment portfolios. And the question of how, and how frequently, they do it may shed light on different approaches to managing wealth. Get the Latest News on Smartleaf. Click below to recieve updates:. Gerard Michael at 617-491-5445. 210 Broadway, 4th Floor. Cambridge, MA 02139.
Index-Tracking Models
http://www.smartleaf.com/what-we-do/models
Smartleaf's subsidiary RIA, Smartleaf Asset Management, uses Smartleaf's overlay portfolio management system to build and rebalance Smartleaf Core Portfolios. Smartleaf Asset Management also offers low-cost Core Models. For more information, please visit our sister site: www.smartleafam.com. 210 Broadway, 4th Floor. Cambridge, MA 02139.
Media Coverage | Smartleaf Inc.
http://www.smartleaf.com/resources/media-coverage
FundFire: Wealth Firms Target OCIO Market Opportunities. The surging outsourced CIO market has become a magnet for eager consultants and advisors, but it also may be a boon for outsourcers of a different stripe. Unified managed account (UMA) providers see their platforms designed to serve the wealth management market as a logical fit for OCIO firms that haven’t built infrastructure to implement their institutional clients’ portfolios. How Overlay Changes Your Workflow. I recently posted a summary of the ...
Introducing Smartleaf Asset Management
http://www.smartleaf.com/resources/press-releases/introducing-smartleaf-asset-management
Introducing Smartleaf Asset Management. Smartleaf, Inc.'s Fully-Owned Subsidiary Leverages Smartleaf's Technology to Manage Direct Index Portfolios. Cambridge, MA February 13, 2015 Smartleaf, Inc. announced that it has launched a fully-owned asset management subsidiary, Smartleaf Asset Management, LLC. That will leverage Smartleaf’s automated investment analytics to manage direct index portfolios called Core Portfolios. Customization and socially responsible investing. At the firm level, Smartleaf is a t...
FundFire: Wealth Firms Target OCIO Market Opportunities
http://www.smartleaf.com/resources/media-coverage/fundfire-wealth-firms-target-ocio-market-opportunities
FundFire: Wealth Firms Target OCIO Market Opportunities. The surging outsourced CIO market has become a magnet for eager consultants and advisors, but it also may be a boon for outsourcers of a different stripe. Unified managed account (UMA) providers see their platforms designed to serve the wealth management market as a logical fit for OCIO firms that haven’t built infrastructure to implement their institutional clients’ portfolios. Get the Latest News on Smartleaf. Click below to recieve updates:.
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Zedak: Partners
http://www.moore-impact.com/partners.php
Uses rigorous mathematical analysis to provide objective performance measurement, styles, attribution, and peer comparisons. Zedak Prime and Backstage users may access Surz Styles, Comprehensive and non-overlapping Indices, "Virtual Universes" that compare a manager's actual performance to the possible outcomes determined by the manager's style, and holdings-based attribution analyses. Helps companies present themselves to the world online and in print. Zedak has chosen Blue Iceberg. To manage its online...
John Morris :: Bio
http://johnmorrisconsulting.com/Bio.php
Advice and Implementation Services. John has over 20 years of experience in technology companies including many years of working with various commercial and opens source databases. He now consults to companies of all sizes to help them organize, access, integrate, and publish their data. Yale University, B.S. Engineering Sciences, cum laude. Boston, MA Area - 2006 to present, President. Boston, MA Area - 2006 to 2010. Cambridge, MA - 1999 to 2006, Co-Founder and VP Software Development. He designed, impl...
Alliances
http://www.cmarkc.com/AboutUs/Alliances.aspx
Adhesion’s WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and unified managed account (UMA) solutions for RIAs. With WealthADV Unified Performance Reporting investors RIAs receive distinctive, consultant style reports, optimized for managed accounts. With WealthADV Unified Managed Accounts (UMAs), client portfolios are constructed from an open-architecture library of money managers and implemented with professional overlay portf...StokTrib, a...
Zedak: Partners
http://www.zedak.com/partners.php
Uses rigorous mathematical analysis to provide objective performance measurement, styles, attribution, and peer comparisons. Zedak Prime and Backstage users may access Surz Styles, Comprehensive and non-overlapping Indices, "Virtual Universes" that compare a manager's actual performance to the possible outcomes determined by the manager's style, and holdings-based attribution analyses. Helps companies present themselves to the world online and in print. Zedak has chosen Blue Iceberg. To manage its online...
Alex Lewin
http://about.alexlewin.com/resume/lewin-resume.html
Palo Alto, CA). Lead Backend Engineer; Systems Engineer. Data models and APIs for investments. Integration with third-party service providers (Docusign et al.). Python, django, postgres. Agile. Remote management of datacenter servers. San Francisco, CA). Mobile apps, backend and APIs, network and systems engineering tools, scalability, and infrastructure. San Mateo, CA). Software Architect, Nutrition Czar. Systems architecture, design, programming, and administration. Instructor, CSCI E-13, Practical Perl.
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Smartleadsource
SMARTLEADSOURCE is marketing solution and database provider. We specialize in providing our esteemed clients with data solutions in all industrial domains. Our prepackaged lists of database are highly responsive and can also be custom designed as per your business requirements. Our motto is simple, to enable you to enhance your business prospects by proving you with the right prospects. What makes our data different and really rather special is that it’s compiled specifically for direct marketing. With th...
SmartleadsUSA, LLC
Go To http:/ www.smartleadsusa.com. Existing User Log In. I forgot my password. I forgot my login user name. Questions about your account? Call us at 1-888-795-6245. To private-label this technology for your company, contact. Our CEO, directly. And best viewed in Google Chrome,. AOL and MS Internet Explorer are not recommended for discerning users. Who are concerned about the security of their information on the Internet.
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7-Figure Earner Stumbles Upon Amazing 'Money Getting Secret'. Next Page Reveals! We hate spam. Your information is never sold or shared with anyone.
Internet Leads, Tax Debt Leads, Exclusive Mortgage Leads
Mortgage Direct Mail Services. The year to succeed. Partner with a 15 year mortgage marketing partner that cares about your success! Smartleadz is here to help in 2014. Star Speaking With Qualified and Motivated Customers Today! Smart Leadz Intelligent Marketing Solutions for Internet Leads. The Industry Leader in Sales Lead Generation for over a Decade! Work with a dedicated team with the passion, technology, resources and proven marketing methods to guarantee you results! We generate internet leads.
Smartleaf Inc. | Overlay Portfolio Management
What is Smartleaf Overlay Portfolio Management? 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. 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. More About What We Do.
Smartleaf Asset Management | Tax-Managed Index Tracking
Automated Low-Cost Core SMAs. Available now to Investment Professionals on Interactive Brokers. Why Smartleaf Core Portfolios (SCPs)? Tailor your clients' portfolios by adding security constraints and tax budget. Coming soon: social constraints, tilts on capitalization, style, and sector. Lower taxes through year-round loss harvesting and risk-managed gains deferral. Clients can use net losses to offset other gains in the portfolio. Eep low-basis stock if it fits with the strategy. Sign up to learn more.
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Smart Way To Distribute The Leaflets
Welcome to Smart leaflet. Smartleaflet - the smart way to get your leaflets and printed information anywhere in the world! No more searching for copies, writing for leaflets or brochures - Smartleaflet brings everything you need to know at the click of a button! Most business already have all this information available in a concise form of a leaflet. The only trouble is - you have to get hold of it and that can take time. Smartleaflet ends all of that! Smartleaflet lets you download a pdf file of your ch...
Smart Leaf Press
Is YOUR Doctor Following the Guidelines? If not, your health may be compromised. Order Empowered Medicine; A Guide for Consumers. Today and know what your doctor should know. In this book you will find :. Explained in terms we can all understand! The official medication guidelines tell us which medications have been shown to be most effective, least expensive and have the least amount of side effects. American Heart Association, American Cancer Society, American Diabetes Association and much, much more!
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