Big picture and strategy discussion shaping our product roadmap. Plus, the Smartleaf Product Team demos new features and outlines how they fit into our overall philosophy.

A panel conversation with Smartleaf customers that are pushing automation past its perceived limits. We’ll discuss what their automation looks like in practice, how to measure ROI, and how to communicate results: both internally and to the end-investor.

Learn the brief history of Smartleaf Asset Management and the problems we work to solve. Then, take part in a hands-on backtesting exercise where you’ll set trading parameters, rebalancing triggers and compete for best results. 

What are the challenges when you’re trying to incorporate an acquired book of business—whether a whole firm or a single advisor— into your firm? How do you respond to objections from new advisors and clients? How do you pitch your advantages?

Join the Smartleaf Client Services team for a rundown of their inside tips and best practices to maximize Smartleaf. Followed by a candid client only (no Smartleaf employees in session) feedback and & gripe session amongst peers.

Join the SAM Client Services team for a rundown of their inside tips and best practices to maximize Smartleaf. Followed by a candid client only (no SAM employees in session) feedback and & gripe session amongst peers.

Join us for a private dinner among the fishes because if anyone understands the value of diversification, it's a school of tuna. We'll be dining tankside with Boston's finest aquatic life, proving once again that Smartleaf isn't the only one that knows how to optimize a portfolio (theirs just involves more kelp). Expect great food, better company, and zero sharks in the room—well, except the ones behind the glass.

In this session, we'll demonstrate why consistency and systematic automation will outperform one-off adjustments at the firm level, and how a repeatable framework for portfolio management will make it easier to scale, validate outcomes, and communicate results clearly to clients.

Adoption stalls not because advisors doubt the value, but because they're not sure how to have the conversation. This session is about what actually works and what doesn't.

Ever wonder what goes on under the hood at Smartleaf? Smartleaf's Application Team pulls back the curtain on how we’re evolving to better serve clients: how we’re improving collaboration internally, how we interact with clients to deliver better features, and how we’re incorporating AI into the development process. Come away with a clearer picture of what goes into building and improving the platform you rely on every day.

Tax-optimized investing requires more than smart decisions at the account level — it requires coordinating those decisions across the entire household. In this session, we’ll walk through how the Smartleaf platform handles rebalancing, tax-loss harvesting, and asset location at both levels, and how client and advisor preferences are incorporated while maintaining a cohesive household strategy.

This is your chance to shape what Smartleaf builds next. Sit down directly with our product managers and developers. Tell us what's working, what isn't, and what you need. Multiple roundtables mean focused conversations, and your input directly influences how, what, and when we build.