Name: Smartleaf
Author: Smartleaf

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Version Control

Development

School Management

Education

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Operational Analytics

Payment Facilitation

Policy Management

Risk Management

Enterprise

Accounting

Accounts Receivable

Anti-Money Laundering (AML)

Blockchain Payments

Crypto Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Build Automation

Cloud Storage

Code Review

Data Deduplication

Firewall

Fraud Detection

IP Address Management (IPAM)

Identity Verification

Integration Platform as a Service (iPaaS)

Intranet

Low-Code Development

Managed IT Service

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

Privileged Access Management

Robotic Process Automation (RPA)

System Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Mobile Analytics

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Engagement

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Chargeback Management

Inventory Management

Last Mile Delivery

Mobility as a Service

Municipal

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

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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.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Smartleaf

Investment Portfolio Management

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Investment Portfolio Management Software

Smartleaf

Overview

What is Smartleaf?