• New Approach to Wealth Management
  • How Overlay Changes Workflow
  • Choosing an Overlay Portfolio Management System
  • Efficient Rebalancing of Accounts
  • Tax Management with Smartleaf

About Smartleaf

  • $50 billion managed through the Smartleaf system
  • 100% successful nine-year track record of implementations and deliverables
  • Clients within the Bank Trust, Registered Investment Advisor and Broker Dealer marketplace including US Bank, DA Davidson, Comerica, and BBVA Compass
  • Founded in 1999 and headquartered in Cambridge, MA
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What We Do

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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