Smartleaf has reimagined the way portfolios are managed, making personalized, tax-optimized portfolios simple and scalable. So simple that advisors can:

• offer every client, of every size, the highest level of personalization and tax management.
• work with direct indexes as easily as working with ETFs.
• spend zero time rebalancing and trading portfolios.
• demonstrably save or defer more in taxes than they charge in fees for most of their clients.