Smartleaf Upgrades its Portfolio Management Capabilities

Smartleaf has launched a new portfolio-management tool dubbed Target Templates, which will allow users to create customizable solutions for firm-recommended asset allocation and market research for best stock selection.

"This new feature [allows] firms to deliver a service that combines the consistency and efficiency of a mutual fund with all the advantages of a personal account," says Smartleaf CEO Jerry Michael.

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact [email protected] to find out more.

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: