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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 $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.


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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Automated Household Level Rebalancing

Managing multiple accounts to a single target in a tax-optimized manner

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three wealth management myths definition

Three Wealth Management Myths
Common beliefs in the wealth management industry that are untrue — and potentially harmful

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