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Smartleaf vs. Other Solutions:

What Makes Us Different

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.