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.
- free your advisors to spend zero (yes, zero) time rebalancing and trading portfolios.
- work with direct indexes as easily as working with ETFs.
- document for each client their taxes saved or deferred, demonstrating your value.
Save your clients more in taxes than you charge in fees.










Smartleaf's Top Blog Posts of 2022
Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your clients more in taxes than you charge in ...
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A Q&A On Portfolio Rebalancing With Craig Izkowitz
A Q&A with Craig Izkowitz of the Ezra Group and Smartleaf President, Jerry Michael, from the WealthTech Today podcast.
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Year-Round vs. Year-End Loss Harvesting
Year-round tax loss harvesting is up to twice as effective as year-end loss harvesting.
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