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.