Smartleaf Launches Prospecting Tool to Demonstrate Value of Tax-Sensitive Transitions
Cambridge, MA — October 7, 2014 — Smartleaf announces the release of its Scenario Analysis report, a prospecting tool that details how much a tax-sensitive transition would save the prospect in taxes, relative to a tax unaware transition.
To see an example of the report, please visit our prospecting page.
About Smartleaf
Smartleaf helps wealth management institutions grow by streamlining the way they manage customized investment accounts. We offer an overlay portfolio management solution currently used to oversee more than $50 Billion in assets.
At the firm level, Smartleaf is a tool for rapidly distributing and implementing investment ideas. At the account level, it automates customized rebalancing to free portfolio managers from manual tasks. Unlike other portfolio management solutions, Smartleaf provides proactive trade recommendations for every account, along with daily metrics to help managers identify opportunities to add value.
Banks using Smartleaf have lowered the dispersion of their investment accounts by 60%, reduced client tax burden by more than 75% and implemented their investment ideas up to 10 times faster.
Media Contact
Gerard Michael
President
Smartleaf, Inc.
g.michael@smartleaf.com
P: 617-491-5445
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