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Are You a Hero?

Nobody likes paying taxes. However, thanks to Smartleaf, tax filing season is a great time to remind your clients that they are in good hands. 


It's Tax Time.
Time for You To Be a Hero.

 It's not enough to do well for your clients. You need to show them you're doing well. Smartleaf makes tax management easy. And each year, Smartleaf generates a Taxes Saved report detailing how much each investor has saved in taxes due to their advisor's tax management. So at tax time, you can be a hero. 


  2015 Average    
  Taxes Saved  


Average Reduction in 
Tax Burden 


Lower Tax Cost 
of Transition


Want to learn more about Smartleaf's exceptional tax management? Read about ourAutopilot Backtest and Transition Study results.


Take Control of Your Client's Taxes Today

Director of Product Management