Smartleaf
HQ Address
One Bowdoin Square, Boston, MA 02114, United States
Website Address
Business introduction
Smartleaf has reimagined the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale
Portfolio management without compromise
Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation’s largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares. We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system. We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Smartleaf Solutions
Smartleaf Experience Engine [E2]
Current and planned reports include: Taxes saved. Show how much you’ve saved clients in taxes through active tax management. Health checks. Show clients that you’re meeting the standards you set for managing their portfolio. Explained activity. Provide simple plain English explanations of your trades. We have reengineered the way portfolios are managed. With our......
business needs
view solutionSmartleaf Investment Engine
With the Investment Engine, advisors can effortlessly provide each of their clients with: Custom asset allocation and security selection Custom social screens Optimized tax management including tax-managed transition and year-round loss harvesting UMAs containing any combination of ETFs, mutual funds, proprietary equity strategies, third-party equity strategies and cash ...
