Smartleaf Demo: Automated Customized Trades

An account-level look at customized trades within the Smartleaf system

Some of you might be familiar with our demo in which we rebalance an entire book of business with high levels of customization and expert tax management in three minutes.

In our latest video, we take you under the hood and look at the individual trades and customization settings of one portfolio. Once the customization and tax management parameters are set up, they’re automatically taken into account in every analysis, making it possible for you to offer all of your clients high levels of customization and tax management.