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Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients.
Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.
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