Smartleaf allows me to provide my clients more tax management and customization. Clients don’t usually care about the technology itself, but they do care about what it enables me to do for them.
Provide ultra high net worth clients with unequaled levels of customization and tax management. Smartleaf-managed accounts include a $66MM taxable open-architecture UMA account.
Economically serve the emerging mass affluent. Smartleaf-managed accounts include $5 equity robo accounts with fractional shares.
Leverage Smartleaf's technology to bring highly customized, tax-optimized portfolio operations and direct indexing in house while improving efficiency and reducing costs.
Power firm growth by using Smartleaf's programmable rebalancing workflows to provide customized, tax-optimized trade recommendations.
First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services.