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Our Platform

Smartleaf is an automated rebalancing solution that enables wealth advisory firms to effortlessly deliver unprecedented levels of customization and tax management while simultaneously empowering client-facing advisors to focus on their unique role of creating a human connection and serving as a coach for their clients.
advisor portal mockup

 

Schedule an Introductory Call

 

  • Walk through a series of introductory questions to identify early alignment
  • Demonstrate our advisor portal and how you can customize and tax optimize a portfolio in less than six minutes
  • Take a deep dive into your practices to diagnose if there is a need, comparing value and costs

See our existing partners and integrations.

About the Advisor Portal

Smartleaf provides investor-facing advisors with a dedicated portal for setting up accounts, entering customization and tax management preferences, and notifying the trading group that the client wants to withdraw cash. As the advisor sets up the portfolio, the portal gives them and their clients real-time feedback on the tax and risk implications of their customization choices, helping clients make informed decisions. For example, if you add a social screen, the portal will tell you how much of the current portfolio would be liquidated and the tax consequences. And, for new accounts, the system will, in real time, show you proposed first trades and provide you with a projection of a multi-year tax-optimized transition plan. Learn more about Smartleaf's Advisor Portal.