Direct Indexing with Smartleaf
With Smartleaf, direct indexes are as easy to work with as ETFs. Both are simply options on a pull-down menu.
Watch a short demo of how to onboard and customize a new account using Smartleaf's Advisor Portal. Provide your clients with automated, tax-optimized direct indexing and real-time feedback on the tax and risk implications of product choices using our software.
We are a provider of automated portfolio management software for client-centric, fast growing wealth management firms and their advisors. Experience simple portfolio personalization and tax optimization – including easy, scalable direct indexing, while entirely freeing your advisors of the need to spend time reviewing, rebalancing and trading portfolios..
Schedule an Introductory Call
- Walk through a series of introductory questions to identify early alignment
- Demonstrate our advisor portal and how you can customize and tax optimize a portfolio in less than six minutes
- Take a deep dive into your practices to diagnose if there is a need, comparing value and costs
See our existing partners and integrations.
Direct Indexes by SAM
Smartleaf offers an open-architecture model marketplace, enabling clients to select from a wide array of direct index models (including those provided by our RIA subsidiary, Smartleaf Asset Management).
Find more information about SAM's Direct Index Models on the SAM website.
Smartleaf Blogs on Direct Indexing
Visit our blog and learn more about our services, our position on direct indexing vs ETFs, direct index SMAs vs UMAs, and more