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With Smartleaf Firms Can


Go Upmarket

Provide ultra high net worth clients with unequaled levels of customization and tax management. Smartleaf-managed accounts include a $66MM taxable open-architecture UMA account.


Go Downmarket

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


Bring Trading In-House

Leverage Smartleaf's technology to bring highly customized, tax-optimized portfolio operations and direct indexing in house while improving efficiency and reducing costs. 

Scale Their Business

Power firm growth by using Smartleaf's programmable rebalancing workflows to provide customized, tax-optimized trade recommendations. 

Our Top Blog Posts


Old vs. New Wealth Management

Changes in wealth management and the forces driving them

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First Western Trust Chooses Smartleaf 

First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services

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TL #16 - Mutual Funds and ETFs Are Dead

Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFs



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