Balance Tax Management and Risk Icon

Balance Tax Management and Risk


Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, short-to-long term gains deferral, permanent gains deferral, tax sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget.

Customized Icon

Take on Complexity and Customization


At the account and household-level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens.

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Grow Rapidly through Acquisition or Organic


Automate asset allocation, model changes, customization and tax optimization across 100 accounts to 100,000+. Your daily workflow? Two people, two hours.

Balance Tax Management and Risk

Take on Complexity and Customization

Grow Rapidly through Acquisition or Organically


Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, short-to-long term gains deferral, permanent gains deferral, tax sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget.


At the account and household-level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens.


Automate asset allocation, model changes, customization and tax optimization across 100 accounts to 100,000+. Your daily workflow? Two people, two hours.

You Can Use Smartleaf To


Go Upmarket Icon

Go Upmarket


Have the ability to customize for specific client requests. Say yes to tax management and social screens.

Go Downmarket Icon

Go Downmarket


Redefine “minimum account size”, and bring the highest quality of portfolio management to your smallest client relationship.

Bring Trading In-House Icon

Bring Trading In-House


Decrease costs, increase customization. Your capital market assumptions, your asset allocations, your tax management practices, your customization, reviewed every single day.

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Scale Your Business


Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.

Our Top Blog Posts


A Guide to SMAs and UMAs

A Guide to SMAs and UMAs

A deep dive into the history and current meaning(s) of SMA and UMA.

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The Ultimate Guide to Sleeves, Part I

The Ultimate Guide to Sleeves, Part I

We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio management, sometimes called partitioned portfolio management.

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Old vs. New Wealth Management

Old vs. New Wealth Management

Changes in wealth management and the forces driving them

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