A six minute demo of Smartleaf's Advisor Portal.
See Smartleaf's Advisor Portal in action!
Watch a short demo of how to onboard and customize a new account using Smartleaf’s Advisor Portal. We’ll 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 six minutes.
Find more information on Smartleaf's Advisor Portal and more in the Smartleaf Overview.
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