We talk with Bob McKinley, head of client services, about the role of client services in a software firm.
The six tools you should have in your tax management toolkit.
A video animation of portfolio management using the Smartleaf system
A comparison of strengths and weaknesses
Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.
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Loss harvesting gets all the attention, but it's gains deferral that does most of the work.
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We address common objections to loss harvesting
Managing multiple accounts to a single target in a tax-optimized manner
Smartleaf expands its social screen list in response to evolving investor demands
Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting
