SAM News

[Webinar Recording] How Technology Overcomes Three Major Challenges to Portfolio Personalization

Posted by Gerard Michael on March 10, 2023


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 to watch the webinar.


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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 to watch the webinar recording. Thank you to those who joined us live!


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Gerard Michael
Gerard Michael

President, Co-Founder