SOURCE: Smartleaf


September 10, 2012 09:00 ET

Second Annual Smartleaf User Group Conference to Explore Business Benefits of Overlay in Wealth Management

BOSTON, MA--(Marketwire - Sep 10, 2012) - Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, kicks off its second annual user group conference tomorrow, September 11, 2012.

The agenda will include both product education sessions and in-depth discussions of the key issues facing the wealth management industry today, from regulatory compliance and fiduciary responsibility to the need to increase assets under management while decreasing operational costs and bolstering client service.

The day-long conference is divided into two tracks. As part of the "Business Track," Smartleaf President and CEO Jerry Michael will host a series of roundtable discussions with executives from Smartleaf's client firms, focusing on the marketing, adoption and future of overlay portfolio management. Smartleaf clients include US Bank, BB&T, City National Bank, Bank of Hawaii and People's United Bank.

In the "Technical Track," designed for portfolio managers actively using the software, executives from Smartleaf's Client Service and Development teams will lead educational seminars designed to help showcase new features and increase users' proficiency in putting Smartleaf to work in their day-to-day wealth management practice. This technical track will bring together Smartleaf users and developers for an under-the-hood look at Smartleaf's analytics engine, best practices and planned/desired enhancements.

Specifically, the conference will feature sessions such as:

  • Overlay and the Client Meeting: How overlay portfolio management can transform client meetings into breakthrough discussions
  • The Metrics of Value Creation: Efficiency, consistency, tax alpha, compliance, agility, cost reduction and revenue growth
  • Overlay, Compliance and Fiduciary Responsibility: How overlay can help wealth managers fulfill both their duties and their promise to regulators and clients
  • The Business of Overlay: Increasing revenue and decreasing costs
  • Change Management: Creating an efficient, client-centric organization. 

"Last year was our first chance to bring together the Smartleaf user community in one place, and this year we are building on the success of that gathering with an even more ambitious and engaging agenda," said Jerry Michael. "We see this as an opportunity to both teach and learn from our clients about what makes overlay work in the real world so that we can continue to develop solutions that help wealth management organizations better serve their clients while creating value within their own firms."

About Smartleaf
Smartleaf is changing the way wealth is managed. Through its unique platform, Smartleaf enables wealth and investment managers to quickly and easily implement their best investment thinking in order to deliver better tax and expense management, smarter asset allocation and increased returns. Combining proprietary and third-party manager models in an open-architecture Unified Managed Account solution, Smartleaf has seen 3X improvements in efficiency while substantially improving control, customization and tax management. Founded in 1999, Smartleaf has more than $50 billion in assets under management (AUM) on its platform and is based in Kendall Square in Cambridge, Mass.

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