Smartleaf provides an advanced portfolio management solution that enables wealth managers to efficiently implement investment decisions across all client accounts within one business day – while simultaneously supporting unprecedented levels of customization and tax management. Our goal is to help wealth managers efficiently implement their best thinking. We’ve done our job if every portfolio is managed as if the portfolio manager had unlimited time every day to devote to analysis and rebalancing.
And we help wealth managers document the work they do and the value they provide their clients. With Smartleaf, you can show each client that you review their portfolios daily, and you can show how much you’ve saved them in taxes.