Smartleaf

Smartleaf is an automated rebalancing solution that simplifies portfolio management, customization, and tax optimization for wealth advisory firms. According to the vendor, it enables financial advisors, wealth managers, investment managers, registered investment advisors (RIAs), and asset management firms of all sizes to deliver personalized and tax-optimized portfolios. With Smartleaf, advisors can focus on building client relationships while the platform handles the operational aspects of portfolio management.

Key Features

Tax-Optimized Portfolios: Smartleaf offers tax-optimized portfolios to minimize taxes for clients through active tax management. The platform provides an Estimated Taxes Saved or Deferred Report (ETSoD Report) that shows the amount of taxes saved or deferred through its tax management functionality.

Unlimited Customization: Smartleaf allows for unlimited portfolio customization, empowering wealth management firms to offer personalized investment solutions. Advisors can easily work with direct indexes, expanding the range of investment options available.

Automated Rebalancing and Trading: Smartleaf eliminates the manual effort involved in reviewing, rebalancing, and trading portfolios. The platform automatically reviews portfolios on a daily basis and makes necessary adjustments to maintain target allocations and tax efficiency.

Active Tax Management: Smartleaf's active tax management functionality aims to save or defer taxes for clients. The platform utilizes strategies such as tax loss harvesting and gains deferral to optimize tax efficiency.

Scalable Solution: Smartleaf is designed to be scalable, serving wealth management firms of all sizes. The platform's technology enables efficient management of large volumes of portfolios, allowing firms to expand their client base without compromising personalization or tax optimization.