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Jerry Michael, President of SAM and SAM's parent company, Smartleaf, Inc., joined Keith Black, Managing Director of RIA Channel, to share stories of how Smartleaf technology, the technology used by SAM, has enabled other advisory firms to deliver personalization and tax-optimization at scale — and how this has changed their businesses.
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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