{"version":"1.0","provider_name":"nAG","provider_url":"https:\/\/nag.com","title":"Personalized Portfolios Get Daily Tune-up With Help of NAG Optimization Components - nAG","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"XYV2gemgYs\"><a href=\"https:\/\/nag.com\/case-studies\/personalized-portfolios-get-daily-tune-up-with-help-of-nag-optimization-components\/\">Personalized Portfolios Get Daily Tune-up With Help of <span class=\"nag-n-override\" style=\"margin-left: 0 !important;\"><i>n<\/i><\/span>AG Optimization Components<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/nag.com\/case-studies\/personalized-portfolios-get-daily-tune-up-with-help-of-nag-optimization-components\/embed\/#?secret=XYV2gemgYs\" width=\"600\" height=\"338\" title=\"&#8220;Personalized Portfolios Get Daily Tune-up With Help of &lt;span class=&quot;nag-n-override&quot; style=&quot;margin-left: 0 !important;&quot;&gt;&lt;i&gt;n&lt;\/i&gt;&lt;\/span&gt;AG Optimization Components&#8221; &#8212; nAG\" data-secret=\"XYV2gemgYs\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/* ]]> *\/\n<\/script>\n","thumbnail_url":"https:\/\/nag.com\/wp-content\/uploads\/2023\/05\/chris-liverani-dbi_my696rk-unsplash.jpg","thumbnail_width":780,"thumbnail_height":600,"description":"Financial institutions struggle to provide efficient and personalized management of thousands of investor portfolios. Smartleaf co-founder Gerard Michael notes, \u201cSeparate 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.\u201d 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."}