Ana Licuanan
About Ana Licuanan
Ana Licuanan is a Director of Software Engineering who has engaged deeply with Smartleaf's Advisor Portal and its tax management functionalities.
Ana Licuanan - Director of Software Engineering
Ana Licuanan holds the title of Director of Software Engineering. Her role involves overseeing all software engineering activities, ensuring that projects are completed on time, within budget, and with high quality. Ana is likely responsible for managing a team of engineers, coordinating with other departments, and aligning software development with the company's goals.
Ana Licuanan and Smartleaf's Advisor Portal
Ana Licuanan watched a short demo on how to onboard and customize a new account using the Smartleaf Advisor Portal. This experience likely provided her with insights into how the platform streamlines account setup and customization, enhancing user experience and operational efficiency.
Ana Licuanan and Keith Black of RIA Channel
Ana Licuanan discussed with Keith Black of RIA Channel how one of Smartleaf's clients differentiates themselves from other wealth management firms. This conversation likely provided valuable industry perspectives and highlighted the unique value propositions that Smartleaf offers to its clients.
Ana Licuanan and Smartleaf's Tax Management Functionality
Ana Licuanan learned about Smartleaf's tax management functionality through a case study. The study demonstrated that a Smartleaf client was able to save their clients more in taxes than the fees they charged. This functionality is an essential aspect of Smartleaf's value proposition and showcases its potential for significant client savings.