Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.
Loss harvesting gets all the attention, but it's gains deferral that does most of the work.
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
A look at common objections to direct indexing
An account-level look at customized trades within the Smartleaf system
Everything you always wanted to know about AI, but were afraid to ask.
How cost-benefit scores and cost-benefit rebalancing work.
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