Solution introduction
We make it possible to manage every account as if it were your only account — and spend zero time doing so
We integrate directly with custodians or with your system of record. No reconciliation process is required
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 asset allocation, product choice, ESG/values screens, cash management, and security/sector restrictions
- Industry-leading tax optimization, including tax-sensitive transition, ongoing gains deferral, year-round tax-loss harvesting, wash sale avoidance, and tax budgeting
How It Works
Using our advisor dashboard, you design a customized solution for each account. We handle the rest — daily review of every account, with rebalancing and trading as needed.
How We Help You Prove Your Value
SAM provides you with a client marketing packet to help your advisors explain your portfolio management practices and the benefits your clients are receiving by working with you.
