Smartleaf

Personalized &
Tax-Optimized Portfolios Made Simple

Unlimited customization and optimized tax management.

Super simple direct indexing.

Zero time spent by client-facing advisors reviewing rebalancing, and trading portfolios.

SCHEDULE A CALL Learn More
smartlead portal
Smartleaf: Personalized & Tax Optimized Portfolios Made Simple
  • Unlimited customization and optimized tax management
  • Super simple direct indexing
  • Zero time spent by client-facing advisors reviewing, rebalancing, and trading portfolios
  • Every portfolio automatically reviewed daily
Smartlead Overview Graphic

Our Platform

Smartleaf is an automated rebalancing solution that enables 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.

SCHEDULE A CALL LEARN MORE

Related Content

1.

Smartleaf Article - Go Sleeveless or Go Home

Go Sleeveless or Go Home is a December 5, 2024 blog post by Gerard Michael, President of Smartleaf, that discusses two approaches to managing client portfolios. Selecting and ...

Mike Casciano

Smartleaf Article - Go Sleeveless or Go Home
19 February, 2025
top-right 1
RIA-C-Suite-Logo_0_1732299162 w 1

© 2025 RIA C-Suite 

All Rights Reserved

Privacy Policy