Smartleaf Inc is a leading provider of personalized and tax-optimized portfolio management solutions for wealth management firms. Their innovative platform allows advisors to easily customize and manage portfolios, while minimizing the impact of taxes. With their direct indexing capabilities and automated rebalancing and trading processes, Smartleaf simplifies portfolio management and helps clients save on taxes.
Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), offers an additional level of convenience by taking care of day-to-day portfolio review and trading, while allowing advisors to retain control over investment policies and personalization parameters. With over $50 billion in assets under management, Smartleaf has established itself as a trusted leader in direct indexing and rebalancing, providing exceptional levels of customization and tax management for clients of all sizes.
Generated from the website