Benefits
Flexibility and simplicity
Managing portfolios with Smartleaf is operationally simpler and more flexible than traditional SMA or traditional private wealth management. This translates into lower costs for your firm and the ability to offer differentiated service to your clients. With Smartleaf, firms like yours have:
- Lowered costs
- Increased margins
- Increased productivity
- Increased market share
- Increased compliance and control
- Increased customization
- Increased performance and service consistency
Higher Alpha
Smartleaf can add alpha (market beating ideas) by enabling you to more easily:
- Implement your alpha-generating ideas, including tactical asset allocation, model selection or stock selection
- Take advantage of a broader selection of alpha-generating ideas by becoming open architecture or make your existing open architecture program more flexible and less costly
- Add “tax alpha” by providing enhanced tax management
Improved Compliance & Control
With Smartleaf, much of the compliance process becomes folded into your daily portfolio management workflow. With Smartleaf you can:
- Ensure every portfolio follows compliance rules and client restrictions
- Implement an efficient daily review
- Create an automated audit trail of trade explanations
Improved Consistency
With Smartleaf, you can provide a greater level of portfolio management service and performance consistency across your entire client base while simultaneously offering more customization and tax management.
Higher Portfolio Manager Productivity
Smartleaf provides you with the tools to be more productive, freeing up time for research, prospecting and clients. By leveraging Smartleaf to provide better service and increase productivity, Smartleaf clients have doubled revenue per portfolio manager.
Client Benefits
Your clients will benefit from:
- Open Architecture – greater access to your proprietary research and “best of breed” third-party research that complements your proprietary strategies
- Higher fidelity to your recommended asset allocation/risk level
- Year-round tax management
- More face time