What We Do for Wealth Management Firms
Smartleaf enables wealth management firms to enhance their current investment strategies by adding high levels of personalization and tax optimization. The process is 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.
2022 Taxes Saved or Deferred Report
In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.Start Reading
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 ...Start Reading
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.Start Reading