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SLClientServices

Spotlight: Smartleaf Client Services

July 11, 2019

We talk with Bob McKinley, head of client services, about the role of client services in a software firm.

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Video_ Tax Management

Video: What to Look for in a Tax Management System

June 27, 2019

The six tools you should have in your tax management toolkit.

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Smartleaf Architecture Video Still

Video: Smartleaf Architecture - How We Do It

June 12, 2019

A video animation of portfolio management using the Smartleaf system

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TL_118

Robo-Advisors vs Human Advisors: Who’s Better at What?

May 30, 2019

A comparison of strengths and weaknesses

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blog
TL 117

Gains Deferral: The Core of Tax Management

May 16, 2019

Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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TaxLossHarvestingMatters

Why Tax Loss Harvesting Really Matters

May 01, 2019

We address common objections to loss harvesting

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blog
TL115_Householding

Automated Household-Level Rebalancing

April 17, 2019

Managing multiple accounts to a single target in a tax-optimized manner

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news
114AprilFools

Smartleaf Announces the Release of NexGen Social Screens

April 01, 2019

Smartleaf expands its social screen list in response to evolving investor demands

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blog
Sleeve Video #2

Video: The Downside of Sleeves

March 27, 2019

Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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blog
TL112 Unwrapping-1

Why Not Direct Indexes?

March 13, 2019

A look at common objections to direct indexing

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