---
title: [Webinar Recording] How Fintech Enables Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale.
description: SAM and Principal® present a webinar on how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale.
---

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# **Webinar Recording**

# **How Fintech Enables Advisors to Deliver Personalized Portfolios and A Differentiated Client Experience at Scale.**

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.**  
**

 

Principal's Mike Casciano, Head of Model Strategy & Portfolio Consulting, joined SAM's President and co-founder, Jerry Michael, on Tuesday, October 11th to discuss how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale. The webinar included a demo of SAM’s Advisor Portal and a live Q&A. Other topics included:

- Key components of personalized portfolios, including tax management
- Challenges in making personalized portfolios scalable 
- How this solution fits within an advisors existing technology
- The implications of scalable personalization for an Advisor’s business

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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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