Financial institutions struggle to provide efficient and personalized management of thousands of investor portfolios. Smartleaf co-founder Gerard Michael notes, “Separate account management is typically costly, error prone, and inconsistent. While clients want both tax sensitivity and personalization, they get little of either. Many portfolios are reviewed sporadically, often just once each quarter for rebalancing.” Michael and his team developed Smartleaf Portfolio Manager, with NAG optimization components, to make efficient and personalized account management possible for even the largest financial services companies responsible for thousands of client portfolios.