Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your clients more in taxes than you charge in fees, rebalancing done right, an April Fools' post...and more.
Our top blog posts of 2022 included a demo of our advisor portal, a case study on saving your clients more in taxes than you charge in fees, rebalancing done right, a case study on growth, year-round vs. year end loss harvesting…even an April Fool’s post on AI-generated excuses for bad trades. We’ve compiled them here.
1. Smartleaf: Rebalancing Done Right
Investor-facing advisors should spend zero time reviewing, rebalancing, and trading portfolios – while still being able to provide every account with unlimited customization and optimized tax management. If you want to learn more about what we do, how we do it, and what makes us different, read this post.
2. Case Study: Smartleaf, Transformation And Growth
How to leverage the power of automated rebalancing to transform and grow your business. A case study.
3. Case Study: Altium Wealth Management Saved 68% Of Their Clients More In Taxes Than Their Clients Paid In Fees
What if you could demonstrably save your clients more in taxes than you charge in fees? A case study.
4. Demo Video: Smartleaf's Advisor Portal
A short demo of how to onboard and customize a new account using Smartleaf’s Advisor Portal. We replace an ETF with a direct index, add a tobacco screen, add a security constraint, configure custom cash management settings, and then set up a multi-year, tax-sensitive transition – all in about 6 minutes.
5. Year-Round vs. Year-End Loss Harvesting
Year-round tax loss harvesting is 1.5X to 2X as effective as year-end loss harvesting.
6. Introducing SAGA™: Smartleaf's AI-Powered Trade Explainer
Smartleaf is pleased to announce the release of its groundbreaking Security AI GPT-31 Auto-Explainer (SAGA™), the world’s first AI-powered security trade explainer.
This was an April 1st post about an AI-powered text generator that creates (rather unconvincing) excuses for terrible trades. We note without comment that more than one reader thought that this was sufficiently plausible that they did not realize it was an April Fools’ joke …
Thank you for an extraordinary year. We are grateful for your readership and your feedback. Please let us know your thoughts in the form below, including any topics you’d like to see us cover in 2023.
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