You Can Use Smartleaf To


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Go Upmarket


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.

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Go Downmarket


Economically serve the emerging mass affluent. Smartleaf-managed accounts include $5 equity robo accounts with fractional shares.

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Bring Trading In-House


Leverage Smartleaf's technology to bring highly customized, tax-optimized portfolio operations and direct indexing in house while improving efficiency and reducing costs.

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Scale Your Business


Power firm growth by using Smartleaf's programmable rebalancing workflows to provide customized, tax-optimized trade recommendations.

Our Top Blog Posts


A Guide to SMAs and UMAs

A Guide to SMAs and UMAs

A deep dive into the history and current meaning(s) of SMA and UMA.

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The Ultimate Guide to Sleeves, Part I

The Ultimate Guide to Sleeves, Part I

We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio management, sometimes called partitioned portfolio management.

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Old vs. New Wealth Management

Old vs. New Wealth Management

Changes in wealth management and the forces driving them

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