Automate
the boring.
Make time for what matters.
Smartleaf automates portfolio rebalancing and tax management for wealth advisory firms. Free your advisors to focus on clients, business development, and life beyond the office.
Request a demoSee how personalized portfolio management can fit your firm.
Time for clients.
Smartleaf clients
Portfolio work, automated.
Personalized portfolios still need personal choices. Smartleaf automates the daily analysis and implementation workflow around those choices.
Set each client's investment and personalization parameters, including tax preferences and security restrictions.
Smartleaf analyzes every portfolio daily and suggests trades that address mandates, taxes, transaction costs, and risk.
Your trading group reviews recommendations for execution. Client-facing advisors stay focused on the client relationship.
You keep the investment decisions. Your firm sets investment policy and each account's personalization parameters. Automation does not mean one-size-fits-all portfolios.
Want the daily work handled, too? Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can take responsibility for portfolio review, rebalancing, and trading. Ask about software and service options in your demo.
Your time. Your call.
Clients deserve your attention.
Your life deserves some, too.
Build client relationships. Grow your business. Make room for family and that vacation you've been planning.
Golf. Biking. Camping. A few days off-grid. A night of D&D. More time with the dogs and cats. Whatever matters to you.
Let portfolio automation do the routine work.
See Smartleaf in action.
Request a demo of portfolio rebalancing, personalization, and tax management. We'll contact you to arrange it.