Smartleaf Asset Management
HQ Address
One Bowdoin Square, 10th Floor, Boston, MA 02114, United States
Website Address
Business introduction
Personalized & Tax-Optimized Portfolios Made Simple
Manage every portfolio without compromise. Spend more time with clients
Our Story
Smartleaf Asset Management (SAM) is a fully owned subsidiary of Smartleaf whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to automate unified managed account rebalancing and trade execution services.
Smartleaf Asset Management Solutions
Solutions for Bank Trusts
What We Do Smartleaf Asset Management (SAM) is an outsourced rebalancing and trading service that makes portfolio management frictionless. You retain complete control of your firm's asset allocation and product choice recommendations. We remove operational constraints that stand in the way providing every account with: High-levels of customization, including account-level customization of......
business needs
Solutions for RIA's
What We Do Smartleaf Asset Management (SAM) is an outsourced rebalancing and trading service that makes portfolio management frictionless. You retain complete control of your firm's asset allocation and product choice recommendations. We remove operational constraints that stand in the way providing every account with: High-levels of customization, including account-level customization of......
