Smartleaf makes managing personalized and tax-optimized portfolios simple and scalable. So simple and scalable that you can:
- provide every client of every size the highest levels of customization and tax management.
- work with direct indexes as easily as working with ETFs.
- free your advisors to spend zero (yes, zero) time rebalancing and trading portfolios.
- document for each client their taxes saved or deferred, demonstrating your value.
Smartleaf makes managing personalized portfolios easy. Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.