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Do More. Show More.

Smartleaf offers wealth managers, RIAs, TAMPs, broker dealers and banks a consistent and efficient process for delivering customized investment portfolios – while giving advisors tools to demonstrate their value and accelerate sales.
step one: Do More

Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion – and still provide all of their clients with:

  • Open architecture UMA
  • Custom asset allocation & product choice
  • ESG constraints, and
  • Tax-sensitive transitions

Outsourced Overlay Solution for
TAMPs and Broker Dealers

Smartleaf leverages the exceptional automation of our Investment Engine to offer the market's most sophisticated, customized and tax-sensitive overlay solution – at a substantially lower cost.

Technology Solution for
RIAs and Banks

Smartleaf is a hosted solution that enhances your operations and integrates easily into your existing accounting and trade order management systems.

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step two: Show More

E2 leverages Smartleaf's Investment Engine to provide clients with unprecedented insight into the work you do and the value you deliver. This insight empowers advisors to cultivate deeper, more meaningful relationships with clients, boosting sales and improving client retention.


Current and planned reports include:

Taxes saved. Show how much you’ve saved clients in taxes

Health checks. Show clients that you’re meeting the standards you set for managing their portfolio

Explained activity. Explain activity in plain English

E2 reimagines the client experience — providing unprecedented transparency into what you do and the value you provide. An interactive dashboard gives clients an overview of portfolio health, action items, explanations of activity, progress to goals and the taxes you've saved them. E2 drives more consistent, high-value interactions, deepening relationships between advisors and their clients.