--- title: [Webinar Recording] How Technology Overcomes Three Major Challenges to Portfolio Personalization description: YieldX and Principal Asset Management® joined Smartleaf Asset Management for a webinar on how technology can help you deliver a differentiated client experience at scale. image: https://www.smartleafam.com/hubfs/SAM%20Webinar%20Banners%20(640%20%C3%97%20400%20px).jpg --- [![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 Technology Overcomes Three Major Challenges to Portfolio Personalization Posted by [Gerard Michael](https://www.smartleafam.com/news/author/gerard-michael) on March 10, 2023 - [Tweet](https://twitter.com/share)   *YieldX and Principal Asset Management joined Smartleaf Asset Management for a webinar on how technology can help you deliver a differentiated client experience at scale. Click [here](https://event.on24.com/wcc/r/4084288/7932B89C6453BACA7F7799B97B660A5D?partnerref=SmartLeaf) to watch the webinar.*   [![SAM Webinar Banners-23-1](https://www.smartleafam.com/hs-fs/hubfs/Imported_Blog_Media/SAM%20Webinar%20Banners-23-1.png?width=710&height=399&name=SAM%20Webinar%20Banners-23-1.png)](https://event.on24.com/wcc/r/4084288/7932B89C6453BACA7F7799B97B660A5D?partnerref=SmartLeaf)   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. In this webinar, you will learn: -  The challenges advisors often face when it comes to personalized portfolios - How new technology delivers scalable, personalized portfolios - How direct indexing adds value to client relationships  Click [here](https://event.on24.com/wcc/r/4084288/7932B89C6453BACA7F7799B97B660A5D?partnerref=SmartLeaf) to watch the webinar recording. Thank you to those who joined us live!   [![Watch Now](https://www.smartleafam.com/hubfs/Imported_Blog_Media/a1aee1a9-94c4-400f-98d3-6d801c798452.png)](https://cta-redirect.hubspot.com/cta/redirect/458110/a1aee1a9-94c4-400f-98d3-6d801c798452) ![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 Dec 4, 2025 [![](https://www.smartleafam.com/hubfs/SAM%20Migration%20Files/SmartleafAM%20Leaf.png) ](https://www.smartleafam.com/news/smartleaf-asset-management-surpasses-6.75-billion-in-assets-under-management) News ### [Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management](https://www.smartleafam.com/news/smartleaf-asset-management-surpasses-6.75-billion-in-assets-under-management) Oct 19, 2022 [![](https://www.smartleafam.com/hubfs/Imported_Blog_Media/Blue%20Leaf%20Banner-1.png) ](https://www.smartleafam.com/news/sam-aum) ### [Smartleaf Asset Management LLC (SAM) Surpasses $2 Billion in Assets Under Management](https://www.smartleafam.com/news/sam-aum) Oct 24, 2024 [![](https://www.smartleafam.com/hubfs/SAM%20Logo%20for%20Featured%20Images%20TL.png) ](https://www.smartleafam.com/news/sam-announces-support-for-householding-enabling-advisors-to-outsource-personalized-tax-optimized-portfolio-management-at-the-household-level) ### [SAM announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level](https://www.smartleafam.com/news/sam-announces-support-for-householding-enabling-advisors-to-outsource-personalized-tax-optimized-portfolio-management-at-the-household-level) ### 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-tech-overcomes-three-major-challenges-to-portfolio-personalization#) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Gerard Michael", "url" : "https://www.smartleafam.com/news/author/gerard-michael" }, "dateModified" : "2023-09-06T17:05:02.315Z", "datePublished" : "2023-03-10T18:04:00.000Z", "headline" : "[Webinar Recording] How Technology Overcomes Three Major Challenges to Portfolio Personalization", "image" : [ "https://www.smartleafam.com/hubfs/SAM%20Webinar%20Banners%20(640%20%C3%97%20400%20px).jpg" ], "mainEntityOfPage" : { "@id" : "https://www.smartleafam.com/news/webinar-recording-how-tech-overcomes-three-major-challenges-to-portfolio-personalization", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.smartleafam.com/hubfs/SAM%20Migration%20Files/SAM%20Logo%20Blue.png" }, "name" : "Smartleaf, Inc." } } ```