With Smartleaf, advisors spend zero time rebalancing and trading portfolios — freeing your team to focus on what actually grows the business: client relationships. 

Smartleaf reviews every account daily and generates trades ready to execute that follow each account's constraints and weigh tax costs, balancing the cost/benefit of reducing tracking error vs taxes and transaction cost. It automates generating the best trades themselves, not just the alerts. 

Smartleaf is built so a one- or two-person rebalancing team can support anywhere from 100 to more than 50,000 accounts. Adding clients doesn't mean adding portfolio staff. 

Advisors set up accounts, enter customization and tax preferences, submit cash withdrawals and pull reports in one place. As they make choices, the portal shows the tax and risk impact in real time. 

Personalization, tax management and rebalancing are automated across all of a household's accounts. Advisors manage the whole relationship without juggling separate accounts. 

The Taxes Saved or Deferred Report shows, account by account, the tax value delivered. Advisors spend their time with clients showing results, not preparing them.