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With Smartleaf Firms Can


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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. 

Scale Their Business


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

Our Top Blog Posts


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Old vs. New Wealth Management

Changes in wealth management and the forces driving them


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First Western Trust Chooses Smartleaf 

First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services


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TL #16 - Mutual Funds and ETFs Are Dead

Mutual Funds and ETFs Are Dead
  
$0 stock commissions are another nail in the coffin of mutual funds and ETFs

 

 

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