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 automates the rebalancing of highly customized, tax optimized portfolios, including direct indexes and portfolios with direct index cores. We do this to make sophisticated portfolio rebalancing simple. So simple that:
- you can provide every client of every size the highest levels of customization and tax management.
- you can work with direct indexes as easily as working with ETFs.
- you can manage every account as if it were your only account.
- your client-facing advisors need to spend zero (yes, zero) time rebalancing and trading portfolios.
- you can document for each client their taxes saved or deferred, demonstrating your value.