--- title: [Webinar Recording] How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf AM and EVO description: Principal's Mike Casciano, Head of Model Strategy & Portfolio Consulting, joined SAM's President, Jerry Michael, to discuss how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale. image: https://www.smartleafam.com/hubfs/SAM%20Webinar%20Banners%20(320%20x%20200%20px)%20(640%20x%20400%20px).png --- [![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/) ** # SAM News # [Webinar Recording] How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf AM and EVO Posted by [Gerard Michael](https://www.smartleafam.com/news/author/gerard-michael) on April 18, 2024 - [Tweet](https://twitter.com/share)   Imagine a future where every client portfolio is personalized to their goals and needs, optimally tax-managed and continuously aligned to their evolving financial plan. *That future is now.*    Industry leaders Martin Tarlie from Nebo Wealth, Jerry Michael of Smartleaf AM and Mike Casciano of EVO discuss how this is not only possible, but easy to implement without any changes to your existing infrastructure. See live demos and real-world applications that finally connect the plan to the portfolio and enable automation of formerly highly manual and time-consuming processes. Other topics covered include: 1. **Optimization**: Learn how Nebo Wealth takes the client’s cash flow projections, as specified by their financial plan, incorporates the advisor’s investment views, and creates a unique portfolio that is optimized for each investor’s needs.  2. **Personalization**: See how Smartleaf AM delivers ongoing tax-optimized portfolio management that incorporates each client’s investment preferences, including product choice, easy direct indexing, custom cash management, and religious value/ESG screens. 3. **Your Takeaway**: Cost efficient strategies to unlock capacity, streamline operations, and deliver a differentiated, exceptional client experience.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         ![Gerard Michael](https://www.smartleafam.com/hubfs/Gerard%20Michael%20headshot.jpg) [Gerard Michael](https://www.smartleafam.com/news/author/gerard-michael) President, Co-Founder ### Related Posts Oct 13, 2022 [![](https://www.smartleafam.com/hubfs/3-1.png) ](https://www.smartleafam.com/news/web-recording/principal/sam) ### [[Webinar Recording] How Fintech Enables Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale.](https://www.smartleafam.com/news/web-recording/principal/sam) Sep 21, 2022 [![](https://www.smartleafam.com/hubfs/2-3.png) ](https://www.smartleafam.com/news/a-webinar-on-fintech-and-differentiated-client-experience) ### [Join SAM and Principal® for a Webinar on how Fintech Enables Advisors to Deliver a Differentiated Client Experience at Scale](https://www.smartleafam.com/news/a-webinar-on-fintech-and-differentiated-client-experience) Jan 18, 2023 [![](https://www.smartleafam.com/hubfs/6.png) ](https://www.smartleafam.com/news/sam-announces-collaboration-with-principal-yieldx-stock-bond-direct-indexes) ### [SAM Announces Collaboration With Principal Asset Management® and YieldX to Launch Bond Direct Indexes](https://www.smartleafam.com/news/sam-announces-collaboration-with-principal-yieldx-stock-bond-direct-indexes) ### Subscribe for Updates #### About Us 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.   [Learn More [fa icon="long-arrow-right"]](https://www.smartleafam.com/about-us) #### More Links [Direct Index Models](https://www.smartleafam.com/direct-index-models-form) [About ](http://smartleafam.com/about-us) [Contact](http://smartleafam.com/contact-us/) [Privacy Notice ](http://smartleafam.com/privacy-notice)[Form ADV](https://adviserinfo.sec.gov/firm/summary/172273) #### Contact Us [fa icon="phone"]  857-366-9340 [fa icon="envelope"]  [sales@smartleafam.com](mailto:sales@smartleafam.com) [fa icon="home"]  One Bowdoin Square, 10th Floor Boston, MA 02114 Copyright 2024 [[fa icon="chevron-up"]](https://www.smartleafam.com/news/webinar-recording-how-all-client-portfolios-will-be-managed-in-10-years#) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Gerard Michael", "url" : "https://www.smartleafam.com/news/author/gerard-michael" }, "dateModified" : "2024-04-18T15:11:26.998Z", "datePublished" : "2024-04-18T15:04:46.000Z", "headline" : "[Webinar Recording] How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf AM and EVO", "image" : [ 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