• Click to see Smartleaf's 2015 Year in Review.
  • Automating wealth management Smartleaf equals higher after-tax returns and more tax alpha.
  • Accounts tax managed on Smartleaf saved an average 1.97% of their value in 2014.
  • Introducting Smartleaf Asset Management. Our fully owned asset management subsidiary.
  • New Approach to Wealth Management
  • How Overlay Changes Workflow
  • Choosing an Overlay Portfolio Management System
  • Tax Management

What is Smartleaf Overlay Portfolio Management?

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.

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