Smartleaf

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

[Smartleaf @SmartleafInc]

“We don’t bathe annually, so why rebalance once a year?” co-founder and president Jerry Michael asks in his recent Q&A with @benjiwriter

Find all of Jerry’s insights here in @etfcom's: Annual Rebalancing: A Habit that Needs Breaking? | https://t.co/2DlmayOLD8

[Smartleaf @SmartleafInc]

Co-founder and President Jerry Michael spoke with @TobSalFP regarding a new University of Oxford study, “Beating the Index with ETFs”.

Read the full article by @finplan here: https://t.co/uU80sz3IZe

[Smartleaf @SmartleafInc]

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.

https://t.co/AuKwORoIAo

[Smartleaf @SmartleafInc]

We’re excited to announce our assets under management have exceeded $50B! This latest milestone stands as a testament to both the trust our clients have in us and the unwavering commitment of our team!

Learn more: https://t.co/iGff9sPg1i

#directindexing #wealthmanagement

[Smartleaf @SmartleafInc]

@velvet_anna

[Smartleaf @SmartleafInc]

Less than 24 hours left to register for our webinar with Melius Investments and Turing Technology. Sign up using the link below
https://t.co/wgiS3OxDxQ

#Smartleaf #fintech #webinar #ensemblemethods

[Smartleaf @SmartleafInc]

Join us in 2 weeks with Turing Technologies and Melius Investments as we discuss the possibilities of Ensemble Methods in Active Portfolio Management. https://t.co/pKWlU7rbV0

#Smartleaf #fintech #ensemblemethods #wealthtech #webinar

[Smartleaf @SmartleafInc]

ONE HOUR until our webinar with KraneShares and Federated Hermes! Use the link below to register, then follow instructions in your email.
https://t.co/cKaQHNMpoD

#Smartleaf #Webinar #internationalinvesting #wealthtech #fintech #wealthmanagement

[Smartleaf @SmartleafInc]

Have you signed up for our webinar on #internationalinvesting yet?! What are you waiting for? 👉https://t.co/dRP7DkCeqx👈

#webinar #smartleaf #fintech #global #international #wealthmanagement

[Smartleaf @SmartleafInc]

On May 27th at 11:45 AM EST, we discuss #internationalinvesting with @KraneShares & @FederatedHermes. Register @ https://t.co/hcEyaDkbOr

#Smartleaf #ForeignInvesting #International #Webinar #Live #Global #Investing #WealthTech #WealthManagement #FinTech

[Smartleaf @SmartleafInc]

What impact will rising taxes have on Investment Advisors? Take a look at our newest blog to find out.
https://t.co/T0cEBZ5Bc8

#Smartleaf #BidenTaxPlan #wealthmanagement #fintech #finance #wealthtech

[Smartleaf @SmartleafInc]

Do you know what you need to manage complex portfolios at scale? We have the answer. Learn more at https://t.co/AUDBIsbYlT. #wealthmanagement #fintech #finance #smartleaf

[Smartleaf @SmartleafInc]

We make it our mission to look for the most environmentally friendly forms of investing, every day of the year.

For Earth Day: A Guide to ESG Investing https://t.co/NIhwIzuPzz

#Smartleaf #EarthDay #ESGInvesting #fintech #wealthtech

[Smartleaf @SmartleafInc]

Send us your questions here!

[Smartleaf @SmartleafInc]

One hour until our webinar with IDX and Alpha Vee! Have you registered?
Join us and learn all about ETFs and Direct Indexing.
#smartleaf #wealthtech #fintech #DirectIndexing #wealthmanagement

https://t.co/ukOTaO6KLO

[Smartleaf @SmartleafInc]

@artwhirl Thank you, Jul!

[Smartleaf @SmartleafInc]

Set your calendar reminder because our webinar on ETFs and Direct Indexing: What Advisors Need to Know! with Alpha Vee and IDX starts in 48 hours. Have you registered yet?
https://t.co/K2T9V1ZnZo
#smartleaf #fintech #wealthmanagement #wealthtech #directindexing #ETFs

[Smartleaf @SmartleafInc]

We are proud to present our inaugural release titled, simply, “Smartleaf”. The goal is to illuminate our approach to rebalancing with top engineers and musicians within our company. Click https://t.co/bUsiUuyhgq for more info. #smartleaf #fintech #wealthmanagement

[Smartleaf @SmartleafInc]

Tune in at 11:45 AM EST on April 8th to chat with Jerry Michael, Ben McMillan, and Leigh Eichel and get your insider's guide to ETFs and Direct Indexing.

👉https://t.co/nvXzUL29up 👈

[Smartleaf @SmartleafInc]

Smartleafers! We're registered for the 2021 T3 Advisor Conference in Denton, TX from Sept 27th - Oct 1st. Make sure to follow @t3techhub & check back here for updated booth info!

#fintech #wealthmanagement #wealthtech #T32021 #conference #smartleaf