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Smartleaf Inc is a Boston-based company that offers a platform for managing personalized and tax-optimized portfolios. Their innovative technology allows wealth management firms to provide clients with highly customized solutions, while minimizing the time spent on portfolio review, rebalancing, and trading. With Smartleaf, clients can benefit from unlimited customization and optimized tax management, as well as the ability to work with direct indexes as easily as ETFs. The company's RIA subsidiary, Smartleaf Asset Management (SAM), further simplifies the process by taking responsibility for day-to-day portfolio management, while leaving clients in control of investment policy and personalization parameters.Generated from the website

Welch Technology LLC, based in Boston, MA, specializes in personalized IT consulting with over 20 years of experience in the information technology field. The company offers a range of services including cybersecurity solutions, managed network services, and C-Level staffing to empower clients' technical teams and enhance their IT infrastructure. With a commitment to excellence, Welch Technology prioritizes hiring top-tier IT talent and provides comprehensive consultations to identify gaps and opportunities in clients' systems. Their global support is available 24/7, ensuring that clients receive rapid responses to their needs, regardless of their location. Generated from the website

Cabot helps equity portfolio managers and research analysts improve. Using our proprietary patented analytics, we help investment professionals better understand their skills, investment processes and behavioral tendencies...