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."