Personalized &
Tax-Optimized Portfolios Made Simple
Unlimited customization and optimized tax management.
Super simple direct indexing.
Zero time spent by client-facing advisors reviewing rebalancing, and trading portfolios.
What We Do for Wealth Management Firms
Smartleaf makes managing personalized and tax-optimized portfolios simple and scalable. So simple and scalable that you can:
- provide every client of every size the highest levels of customization and tax management.
- work with direct indexes as easily as working with ETFs.
- free your advisors to spend zero (yes, zero) time rebalancing and trading portfolios.
- document for each client their taxes saved or deferred, demonstrating your value.
Save your clients more in taxes than you charge in fees.
SAM
Smartleaf makes managing personalized portfolios easy. Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.
Our Clients
From Smartleaf's Knowledge Center: Automated Rebalancing
We share another extract from our Knowledge Center, answering questions on automated rebalancing. How automated is "automated" ...
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Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common objections to direct indexing.
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From Smartleaf's Knowledge Center: Direct Indexing
We share an extract from our Knowledge Center. Is managing direct indexes a lot harder than managing ETFs? How do you implement ...
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