---
title: [Demo Video] Smartleaf's Advisor Portal
description: A six minute demo of Smartleaf's Advisor Portal.
---

[Blog & News | Smartleaf Inc. ](https://www.smartleaf.com/our-thinking/smartleaf-blog)

# [[Demo Video] Smartleaf's Advisor Portal](https://www.smartleaf.com/our-thinking/smartleaf-blog/video-advisor-portal-demo)

 Written by [Gerard Michael](https://www.smartleaf.com/our-thinking/smartleaf-blog/author/gerard-michael) | September 08, 2022

*A six minute demo of Smartleaf's Advisor Portal.*

 

See[ Smartleaf's Advisor Portal](https://www.smartleaf.com/our-solutions) 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](https://www.smartleaf.com/smartleaf-overview). 

[View full post](https://www.smartleaf.com/our-thinking/smartleaf-blog/video-advisor-portal-demo)

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