Why Smartleaf Core Portfolios (SCPs)?

Client portfolio customization tools


Tailor your clients' portfolios by adding security constraints and tax budget.

Coming soon: social constraints, tilts on capitalization, style, and sector. 

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Lower taxes with loss harvesting and gains deferral

Tax Management

Lower taxes through year-round loss harvesting and risk-managed gains deferral.  

Clients can use net losses to offset other gains in the portfolio.

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Portfolio transition management

Advanced Transition

We'll keep low-basis stock if it fits with the strategy.

Why buy Exxon if your client already owns Shell?

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Lower costs with automation

Low Cost

Lower costs compared to active strategies and most ETFs.