Householding — tax-efficiently managing multiple accounts toward a common asset allocation — is complicated and time consuming. Doing it manually is economically infeasible for all but UHNW accounts. This isn't just a pain point. For many firms, it's the pain point. 

The good news is householding can be automated. Smartleaf's rebalancing technology makes it possible to provide expert levels of tax management – including householding – to all clients, of all sizes. The better news is that we enable you to document to every client the amount you save or defer in taxes through your active tax management at the account and household level. 

Offer a service that is superior to your competitors - and prove it. 

Fill out the form on the right to learn more about how Smartleaf makes implementing complex householding - and documenting its value - simple.