What once felt impossible now just works.
#portfoliomanagement
Our unified portfolio management engine absorbs complexity and ensures every portfolio runs exactly as intended.
Full-book rebalancing in a day
Household-level tax optimization
Easy-to-use direct indexing
Interactive advisor portal
Taxes saved & deferred reporting
Tax-sensitive transitions
Get Your Quick Smartleaf Demo
At Smartleaf, we don't start relationships with selling. We start with helping you understand our product. So if you're intrigued, just let us know. We look forward to meeting you!
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BENEFITS
No Chaos. No Compromise.
Just Complete Portfolio Control.
Smartleaf manages portfolios with the certainty great firms require — automatically, and without exception.
Take Full Command of Your Book
Free Advisors to Spend More Time with Clients
Treat Every Portfolio Like Your Best Portfolio
THE problem
Delivering Your Best
Shouldn’t Be this Hard
Firms today are expected to deliver more—more personalization, more tax optimization, more complexity handled at scale.
But legacy systems, patchwork workflows, and growing exceptions make those expectations hard to meet.
What used to work just doesn’t scale.
SMARTLEAF'S SOLUTION
One Portfolio Management Engine.
Seamless Process Execution.
Smartleaf replaces messy operational patchworks with a unified engine that keeps portfolio management coordinated, consistent, and fully under control.
ONE ENGINE. EVERY ACCOUNT, EVERY DAY.
Daily Rebalancing Workflow
Advanced Tax Optimization
Optimize taxes jointly to a shared household level asset allocation
Daily Enforcement of Constraints and Promises
Optimize taxes jointly to a shared household level asset allocation
Cost/Benefit-based Rebalancing Logic
Optimize taxes jointly to a shared household level asset allocation
Tracking-error-based Risk Control
Optimize taxes jointly to a shared household level asset allocation
Efficient, Consistent, and Scalable Process
Optimize taxes jointly to a shared household level asset allocation
Consistent, Scalable Process
Optimize taxes jointly to a shared household level asset allocation
Advanced tax management, DELIVERED AT SCALE.
Tax Optimization
Account & Household-level Tax Optimization
Optimize taxes jointly to a shared household level asset allocation
Year-round Tax Loss Harvesting
Optimize taxes jointly to a shared household level asset allocation
Risk Optimized Gains Deferral
Optimize taxes jointly to a shared household level asset allocation
Wash Sale Prevention
Optimize taxes jointly to a shared household level asset allocation
Tax-sensitive Transitions
Optimize taxes jointly to a shared household level asset allocation
Custom portfolios, FOR EVERY ACCOUNT.
Portfolio Personalization
Custom Product Choice
Optimize taxes jointly to a shared household level asset allocation
Easy-to-Use Direct Indexing
Optimize taxes jointly to a shared household level asset allocation
ESG & Religious Screening
Optimize taxes jointly to a shared household level asset allocation
Risk Personalization
Optimize taxes jointly to a shared household level asset allocation
Custom Cash Management
Optimize taxes jointly to a shared household level asset allocation
Save or defer more in taxes than you charge in fees.
CLIENTS SAY ...
“It’s Not Just That It Works — It’s That It Works Every Time.”
Here’s how it feels when every portfolio — no matter how complex — gets your best.
“Smartleaf gives us capabilities we simply wouldn’t have otherwise without a complete rebuild of our entire back-office infrastructure. It integrates cleanly with custodians and bolts on to our systems in a way that most others can’t.”
Grant Paitz
Sr. Investment Strategist, INTRUST BANK
“Smartleaf allows us to offer highly customized, sector-based direct indexing strategies, while simplifying our operations in a way that dramatically reduces complexity. It’s brought both sophistication and simplicity to a very large and diverse book of business.“
Bill Hartman
VP, Everence
“Smartleaf is the tool that allows us to crystallize who we are and institutionalize that across the entire firm. It creates predictable tax alpha, a predictable conversation with every client, a predictable compliance framework.”
Founder & Partner, $6B RIA
“Smartleaf gives us capabilities we simply wouldn’t have otherwise without a complete rebuild of our entire back-office infrastructure. It integrates cleanly with custodians and bolts on to our systems in a way that most others can’t.”
Grant Paitz
Sr. Investment Strategist, INTRUST BANK
“Smartleaf allows us to offer highly customized, sector-based direct indexing strategies, while simplifying our operations in a way that dramatically reduces complexity. It’s brought both sophistication and simplicity to a very large and diverse book of business.“
Bill Hartman
VP, Everence
“Smartleaf is the tool that allows us to crystallize who we are and institutionalize that across the entire firm. It creates predictable tax alpha, a predictable conversation with every client, a predictable compliance framework.”
Jim Dowling
Founder & Partner, Altium Wealth
WHO WE SERVE
Built for Everyone Who Puts Your Standards into Practice
Smartleaf supports every role that keeps your portfolios running right — from strategy to execution.
Chief Executive Officer
Know your firm is delivering what you promise — consistently, across every portfolio.
Chief Investment Officer
Ensure every portfolio reflects your firm's investment guidance — automatically, with nothing lost in translation.
Chief Operating Officer
Build a robust portfolio management process using one reliable engine that scales — no more patchwork or fire drills.
Chief Compliance Officer
Smartleaf keeps processes and portfolios aligned with the standards you’ve set — so your promises are always delivered.
Advisors
Spend more time with clients and prospects — and less time with mundane portfolio management tasks.
Central Rebalancing Group
Rebalance your entire book in a day, no matter how complex the personalization or tax requirements.
Your Choice
Smartleaf is Available Two Ways
Choose the model that fits your business — same portfolio management engine, same control and precision, different delivery.
FPO
Hosted Software
Run Smartleaf in house with your own central rebalancing group. It's seamless automation with complete control.
FPO
Subadvisory
Let Smartleaf Asset ManagementTM (SAM) manage execution on your behalf. You stay in control, we'll handle the details.
Empower Advisors.
Eliminate the Busywork.
Smartleaf absorbs portfolio management complexity. That frees advisors to stay focused where it matters most. Let your advisors advise.