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Smartleaf Announces Release of Taxes Saved Report

Smartleaf Launches Report that Documents Amount Advisors Save Clients in Taxes

Cambridge, MA — November 21, 2014 — Smartleaf announces the release of its Taxes Saved report, which enables advisors to show their clients exactly how much they have saved in taxes through tax management. It is common for advisors to talk about the importance of tax management, but rare for advisors to have the ability to document the value they’ve added. Smartleaf’s Taxes Saved report changes that. With this report, advisors can give clients specific information about their tax savings. For example, a report might state the investor has saved “$15,503 year-to-date from tax management = 1.8% of portfolio value”.

To see an example of the report, please visit our tax management page. 

About Smartleaf

Smartleaf helps wealth management institutions grow by streamlining the way they manage customized investment accounts. We offer an overlay portfolio management solution currently used to oversee more than $50 Billion in assets.

At the firm level, Smartleaf is a tool for rapidly distributing and implementing investment ideas. At the account level, it automates customized rebalancing to free portfolio managers from manual tasks. Unlike other portfolio management solutions, Smartleaf provides proactive trade recommendations for every account, along with daily metrics to help managers identify opportunities to add value.

Banks using Smartleaf have lowered the dispersion of their investment accounts by 60%, reduced client tax burden by more than 75% and implemented their investment ideas up to 10 times faster.

Media Contact

Gerard Michael
Smartleaf, Inc.
P: 617-491-5445

Director of Product Management