Solution introduction
The Investment Engine, Smartleaf’s core solution, reimagines how portfolios are managed
It was built to enable wealth advisory firms to effortlessly deliver unprecedented levels of customization and tax management while simultaneously empowering client-facing advisors to focus on their unique role of creating a human connection and serving as a coach for their clients
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
