Personalized &
Tax-Optimized Portfolios Made Simple
Unlimited customization and optimized tax management.
Super simple direct indexing.
Zero time spent by client-facing advisors reviewing rebalancing, and trading portfolios.
What We Do for Wealth Management Firms
Smartleaf makes managing personalized and tax-optimized portfolios simple and scalable. So simple and scalable that you can:
- provide every client of every size the highest levels of customization and tax management.
- work with direct indexes as easily as working with ETFs.
- free your advisors to spend zero (yes, zero) time rebalancing and trading portfolios.
- document for each client their taxes saved or deferred, demonstrating your value.
Save your clients more in taxes than you charge in fees.
SAM
Smartleaf makes managing personalized portfolios easy. Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.
Our Clients
Can AIs Replace Financial Advisors?
We test how good current large language models are at providing financial advice.
Start Reading
2023 Taxes Saved or Deferred Report
In 2023, the clients of Smartleaf users saved or deferred an average 1.94% in taxes.
Start Reading
Why Smartleaf Isn't Right for Everyone
We enable wealth management advisors to do a lot more for their clients. But we're not for everyone. Here's why.
Start Reading