Be the RIA Aggregator that advisors want to grow with

Every aggregator wants to grow. Every firm considering acquisition needs to feel that they and their clients will be in capable hands.

Smartleaf’s systematized trading workflow realizes and showcases your competence to other practices, establishing confidence in the way you would handle their clients. 

One client said:

• they’ve seen a 20-25% increase in referrals after implementing Smartleaf.
• their clients' and prospects’ portfolios are reviewed daily with our technology.
• their business has tripled but fewer people are devoted to portfolio management than before – actually lowering fixed costs.

Submit your information to read more about how Smartleaf helps businesses grow.