What We Do
Smartleaf provides your wealth management firm with a fundamental competitive advantage by enabling you to serve your clients better. Every client. Every day. We enable you to spend more time with your clients to better understand their needs — and then deliver a customized solution.
Our advanced overlay portfolio management solution combines model management capabilities, workflow tools, rebalancing analytics, and data services through a secure, web-based interface. For customers interested in open architecture, we provide access to third-party models.
Smartleaf automates most rebalancing tasks, enabling you to efficiently and consistently provide every client, every day with:
- The best thinking of your firm. Smartleaf enables you to implement any recommendation (asset allocation, stock or model selection, etc.) across all client accounts in one business day, in a customized, tax-sensitive, and compliant manner.
- Greater customization, social screening, and tax management. By automating customization, social screening, and tax management, Smartleaf enables you to provide your clients with more customization, more consistently, with less dispersion, at lower costs.
- Open-architecture solutions in a true unified managed account. We make open architecture painless. Smartleaf enables you to become open architecture, while simultaneously improving productivity, customization, and tax management. With Smartleaf, you can manage a wide array of asset types in a single, highly customized, and tax-managed account, taking advantage of any combination of proprietary and third-party research. The result: a true Unified Managed Account.
- Superior risk control. Smartleaf is built around a daily analysis of every portfolio that includes measures of account drift. Smartleaf provides actionable, tax- and constraint-sensitive solutions to any problem, ensuring the fidelity of each account to the client’s goals and restrictions.