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[Demo Video] Smartleaf's Advisor Portal

A six minute demo of Smartleaf's Advisor Portal.

 

See Smartleaf's Advisor Portal in action!

Watch a short demo of how to onboard and customize a new account using Smartleaf’s Advisor Portal. We’ll replace an ETF with a direct index, add a tobacco screen, add a security constraint, configure custom cash management settings, and then set up a multi-year, tax-sensitive transition. 

All in about six minutes.

Find more information on Smartleaf's Advisor Portal and more in the Smartleaf Overview

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President, Co-Founder

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