Smartleaf: How Technology Overcomes Three Major Challenges to Portfolio Personalization

Principal Asset Management’s® Mike Casciano and YieldX’s Ben Hurn joined Smartleaf Asset Management’s President and co-founder, Jerry Michael, to discuss how technology enables advisors to deliver highly personalized portfolios  – including portfolios with stock and bond direct-index cores – at scale. Provide every client with optimized tax management and the option to apply ESG and religious-value screens. Spend zero time on day-to-day portfolio review, rebalancing and trading.

Delivering personalized portfolios has traditionally been a manual, time-consuming process. This has been especially true for managing individual stocks and bonds. See how technology can make personalization at the portfolio and household level simple and easy.

 Click here to watch the webinar.


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