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Automated Tax Management

Smartleaf makes delivering personalized and tax optimized portfolios simple and scalable.

This enables you to provide every client of every size industry-leading tax optimization including tax-sensitive transition, short-term risk-sensitive gains avoidance, long-term risk-sensitive gains deferral, year-round tax-loss harvesting, wash-sale avoidance, tax budgets and optimal tax-lot selection.

Smartleaf's tax management offering also includes documentation for each account the amount of taxes Smartleaf has saved or deferred through active tax management.

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Our Clients Differentiate Themselves From Other Wealth Management Firms    

 

Smartleaf President, Jerry Michael, sits down with Keith Black of RIA Channel to discuss how one Smartleaf client differentiates themselves from other wealth management firms.

Save Your Clients More in Taxes Than You Charge in Fees

Learn more in this case study in which a Smartleaf client proves that they save their clients more in taxes than they charge in fees through utilizing Smartleaf's tax management functionality. 
Read The Case Study
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Documenting Value to Clients: The Estimated Taxes Saved or Deferred Report

Smartleaf's account-level Estimated Taxes Saved or Deferred Report (ETSoD Report) enables advisors to document for each account the value they are adding through active tax management. In 2023, the clients of Smartleaf users saved or deferred an average of 1.94% of the value of assets that were actively tax-managed. That is more than most advisors charge in fees.

Download the Smartleaf Overview

An overview of what we do, how we do it, and what makes us different.

The Smartleaf Overview

Easily Deliver the Power of Direct Indexing

Provide clients with customized, tax-optimized direct indexes with no increase in operational complexity. Buying and selling direct indexes becomes as easy as buying and selling ETFs.

Direct Indexes Are Better Than ETFs

Demonstrate Your Value - Report Taxes Saved or Deferred

Users were able to provide every client with a custom report detailing the taxes the client saved or deferred -- in 2021, an average of 3.20% of portfolio value.

Taxes Saved Report

Manage Every Portfolio As If It Were Your Only Portfolio

Provide every client, of every size, with highly customized, tax-optimized solutions, while spending zero time rebalancing or trading portfolios.

What We Mean When We Say Automated