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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

We help firms:

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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.

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Go Downmarket


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

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