SOURCE: Smartleaf, Inc.

Smartleaf, Inc.

January 24, 2013 09:50 ET

Smartleaf Launches New White Paper Series for Wealth Managers Exploring Overlay Portfolio Management

New Series Explains Fundamentals of Overlay Technology

CAMBRIDGE, MA--(Marketwire - Jan 24, 2013) - Smartleaf, a leading provider of overlay portfolio management solutions since 1999, today announced the launch of a new white paper series. The series will discuss the fundamentals of overlay portfolio management technology and its implications for investment firms, portfolio managers and investors. 

The first installment, "A New Approach to Wealth Management," offers a brief introduction to overlay portfolio management, and how it differs from traditional private wealth, mutual fund wraps and separately managed account (SMA) programs. Future white papers will discuss the most common business strategies made possible by overlay, as well as how wealth management firms can evaluate different types of overlay systems.

"The use of overlay is growing rapidly, but we're still seeing a lot of confusion about what overlay is and what opportunities it opens up," said Smartleaf President Jerry Michael. "We see these white papers as a chance to make it easier for firms to evaluate overlay and highlight the magnitude of what is possible when you automate the customization of investment accounts."

Each white paper in the series will be made available on Smartleaf's website at

About Smartleaf

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.

At the firm level, Smartleaf is a tool for rapidly distributing and implementing investment ideas. At the account level, it automates customized rebalancing to free portfolio managers from manual tasks. Unlike other portfolio management solutions, Smartleaf provides proactive trade recommendations for every account, along with daily metrics to help managers identify opportunities to add value.

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.

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