blog

    How Smartleaf Can Help You Grow Your Business

    December 17, 2020

    A Smartleaf client talks about how Smartleaf automated rebalancing has helped their business.

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    blog
    REAL halloween blog

    A Wealth Management Horror Story

    October 29, 2020

    This is repost of our favorite (not actually so scary) story of an IRS audit.

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    blog

    What Your Peers Are Saying About Automated Rebalancing

    September 11, 2020

    Highlights from conversations with our users.

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    blog

    Crisis Case Study: The Power of Rebalancing Automation

    April 24, 2020

    What you can accomplish for your clients in a crisis when you have rebalancing automation: a look at the data.

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    blog

    2019 Smartleaf Taxes Saved Report

    January 23, 2020

    How much Smartleaf users saved their clients in taxes in 2019.

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    blog
    TL Taxes Saved 2018

    2018 Taxes Saved: Documenting the Value of Tax Management

    January 16, 2019

    How much Smartleaf users saved their clients in taxes in 2018.

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    studies-and-client-stories
    BBVA Case Study

    Case Study: Leveraging Portfolio Customization to Win Business

    July 11, 2018

    Top performing PM lands a prospect with the help of Smartleaf’s customization software and client services.

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    studies-and-client-stories

    Smartleaf Taxes Saved 2017

    January 09, 2018

    Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% of Portfolio Value in 2017.

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    studies-and-client-stories
    USB Case Study

    Case Study: Bank Trust Portfolio Manager

    February 17, 2017

     Top producing PM at bank trust uses Smartleaf to spend more time with clients.

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    studies-and-client-stories

    ESG Constraints with Smartleaf

    December 28, 2015

    Smartleaf makes it easy to implement Environmental, Social and Governance (ESG) restrictions.  We were curious about what happens to ESG constraint usage when operational barriers were removed, so we looked at ESG use on accounts managed on the Smartleaf system.

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