Unlimited customization and optimized tax management.
Super simple direct indexing.
Zero time spent by client-facing advisors reviewing rebalancing, and trading portfolios.
Demo Video: The Advisor Portal 
See how simple portfolio personalization can be.
Download the Smartleaf Overview
An overview of what we do, how we do it, and what makes us different.
Easily Deliver the Power of Direct Indexing
Provide clients with customized, tax-optimized direct indexes with no increase in operational complexity. Buying and selling direct indexes becomes as easy as buying and selling ETFs.
Demonstrate Your Value - Report Taxes Saved or Deferred
Users were able to provide every client with a custom report detailing the taxes the client saved or deferred -- in 2021, an average of 3.20% of portfolio value.
Manage Every Portfolio As If It Were Your Only Portfolio
Provide every client, of every size, with highly customized, tax-optimized solutions, while spending zero time rebalancing or trading portfolios.
