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Register Today: What It Takes To Deliver Personalized and Tax-Optimized Portfolios at Scale

Join us September 7th, 2023 at 1:00 PM ET to learn how to provide every client, of every size, exceptional levels of personalization and tax optimization.



Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client, of every size. And they can show that they save most clients more in taxes than they charge in fees. Join Smartleaf and VettaFi on September 7th at 1:00 PM ET for a webcast unpacking what it takes to deliver personalization and tax optimization at scale.

Topics will include:

  • What it takes to deliver exceptional levels of personalization and tax optimization at scale
  • How this changes the role of the client-facing advisor
  • How you can leverage this ability to cut costs and grow your business
  • How universal personalization and tax optimization will reshape the industry

Pending acceptance for on hour of CFP/IWI/The American College Board CE for live and on-demand attendees.

We hope you can join us. Click the button below to register.

Register Now

President, Co-Founder