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- Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for day-to-day portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.

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Our Platform
About Us
Resources
Smartleaf Asset Management
- Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for day-to-day portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.

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Blog & News

Gerard Michael January 23, 2020

2019 Smartleaf Taxes Saved Report

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

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