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Smartleaf Introduces Automated Household-Level Rebalancing at User Group

Smartleaf unveiled its upcoming automated household rebalancing functionality at the Smartleaf Summit user conference


Smartleaf demonstrated their new automated household-level rebalancing feature at the Smartleaf Summit earlier this month. This functionality allows wealth advisors to jointly manage multiple accounts to a single target, leveraging tax-advantaged accounts to reduce overall drift and taxes — and do so at scale. By automating this capability, firms will be able to streamline a currently manual process, saving time and providing clients with enhanced risk and tax management services. Smartleaf’s household-level rebalancing functionality will also provide advisors with auto-generated reports that quantifiably document the value the advisor provides clients through expert household-level tax management. 

Householding Press Release TADA FINAL

Conference attendees received hands-on training of the new feature, which will be released in phases beginning in Q4 of this year.

Householding Press Release FINAL

Bill Martin, CIO at INTRUST Bank, commented, “Smartleaf’s household rebalancing sets a new bar for the level of service that advisors should provide their clients. This enhanced tax and rebalancing functionality is a win for both us and our clients. By automating services that we previously provided manually, our advisory team will be able to provide our clients with more value. It’s a great example of how technology is helping to bring wealth management to a new level.”

“Smartleaf’s mission is to enable wealth managers to provide all clients with a level of service that was once the exclusive preserve of ultra-high-net-worth investors,” said Gerard Michael, President of Smartleaf. “Automating household-level risk- and tax-sensitive rebalancing is a critical step on this journey. We are delighted to announce the release of this unequaled functionality that we think will set a new standard for wealth management.”

About Smartleaf

Smartleaf has reimagined the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at an unprecedented scale. Their software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares.


To view the original press release, click here.


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