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Portfolio Management
Reimagined Reengineered

Imagine

Offering all clients UHNW levels of customization & tax management

Implementing all your investment decisions in one business day

Being able to document your work and value for every client

The Investment Engine

The Investment Engine is Smartleaf’s core product— rebalancing automation software that reimagines how portfolios are managed.

Firms can provide all their clients with ultra-high levels of customization and expert tax management at an unprecedented scale.

We help firms

Go Upmarket

Provide ultra high net worth client with unequaled levels of customization and tax management. Smartleaf-managed accounts include $100mm taxable open-architecture UMA accounts.

Go Downmarket

Economically serve the emerging mass affluent. Smartleaf-managed accounts include $5 equity robo accounts with fractional shares.

The Experience Engine

Built on Smartleaf’s Investment Engine, the Smartleaf Experience Engine [E2] allows advisors to demonstrate their value, starting with how much they saved clients in taxes.

The average taxes saved for accounts managed on Smartleaf last year was 1.69% of portfolio value (more than most advisors’ fees).