As 2017 approaches, Smartleaf would like to wish everyone a wonderful holiday season and a prosperous new year.
We strive to have our clients view us not just as a service provider, but also as a partner who shares their values and interests. This past year, we’ve focused on several initiatives that we believe will help our clients serve their clients better.
First, we've continued to help advisors save their clients in taxes, and we released several tax management enhancements, including our newly redesigned Taxes Saved Report. The year isn't over yet, but so far we've helped our clients save their clients a total of $167,672,770 in taxes, with the average client saving 1.58% of portfolio value. Just to put this in perspective, $167,672,770 is equal to:
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33,873,286 Peppermint Mochas |
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16,784,061 Gingerbread Houses |
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382 Red Rolls-Royce Phantoms |
That's a lot of holiday cheer!
Second, we’ve enhanced the way that advisors can document the work they do and the value they provide to clients through the launch of our Experience Engine (E2). We believe that the insight we can help advisors provide to their clients on how well their portfolios are being managed will transform the wealth management conversations for the better.
In 2017, we plan to continue to grow and innovate. Thank you to all our clients for making this a momentous year, we're looking forward to what is coming next (and you should as well). Happy Holidays from Smartleaf!
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