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Holistic Portfolio Management

Holistic (sleeveless) portfolio management is simpler and less expensive than sleeve, subaccount, or partition based approaches. And because taxes and risk are properties of portfolios as a whole, not isolated sleeves, a holistic approach supports both higher after-tax returns and lower portfolio-level drift.

Smartleaf is a highly automated unified managed account (UMA) and unified managed household (UMH) software platform that enables wealth management firms and their advisors to provide their clients with holistic portfolio management, including tax-optimized UMAs and UMHs, while only having one dedicated employee in the role of trading. 

By automating portfolio review, rebalancing, and trading, Smartleaf enables you to provide every client of every size with industry-leading tax optimization, including tax-sensitive transition, short-term risk-sensitive gains avoidance, long-term risk-sensitive gains deferral, year-round tax-loss harvesting, wash-sale avoidance, tax and gains budgets and optimal tax-lot selection. Smartleaf also enables you to document for each account the amount of taxes you have saved or deferred through active tax management. For more accounts, this will be larger than your advisory fees. 

Scalable Portfolio Management with Smartleaf's Advisor Portal

Watch a short demo of how to onboard and customize a new account using Smartleaf's Advisor Portal. We'll replace an ETF with a direct index, add a tobacco screen, add a security constraint, configure custom cash management settings, and then set up a multi-year, tax-sensitive transition. 

All in about six minutes.

 

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.

Smartleaf Blogs on SMAs and UMAs

Visit our blog and learn more about our services, our position on SMAs vs UMAs, holistic portfolio management and how to scale your business.

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Hot Takes! All The Ways You're Doing Portfolio Management Wrong

Smartleaf's 2024 T3 presentation, together with a review by Bob Veres of Inside Informatio

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A Guide to SMAs & UMAs

A deep dive into the history and current meaning(s) of SMA and UMA.

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Centralized vs. Advisor-Led Portfolio Management

It's about culture and business model, not which is better for customization.

Download the Smartleaf Overview

An overview of what we do, how we do it, and what makes us different.

The Smartleaf Overview

Easily Deliver the Power of Direct Indexing

Provide clients with customized, tax-optimized direct indexes with no increase in operational complexity. Buying and selling direct indexes becomes as easy as buying and selling ETFs.

Direct Indexes Are Better Than ETFs

Demonstrate Your Value - Report Taxes Saved or Deferred

Users were able to provide every client with a custom report detailing the taxes the client saved or deferred -- in 2023, an average of 1.94.% of portfolio value.

Taxes Saved Report

Manage Every Portfolio As If It Were Your Only Portfolio

Provide every client, of every size, with highly customized, tax-optimized solutions, while spending zero time rebalancing or trading portfolios.

What We Mean When We Say Automated