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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.

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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

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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.
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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.

Smartleaf allows me to provide my clients more tax management and customization. Clients don’t usually care about the technology itself, but they do care about what it enables me to do for them.
The biggest impact Smartleaf has made on my work as a PM is to let me spend less time trading and rebalancing and more time talking to clients, prospects and influencers. That, and the fact that I can tell my clients their portfolios are reviewed every day.

It's very refreshing to work with a company that asks a ton of questions from the end user.

"Smartleaf’s service is so above and beyond anything we’ve seen before that I sometimes wonder if they realize they’re a "software vendor."

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A Guide to SMAs and UMAs

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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

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