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Available to Investment Professionals on Interactive Brokers

Personalized & Tax-Optimized

Portfolios Made Simple

Manage every portfolio without compromise. Spend more time with clients.

Expert Tax Management Sophisticated TransitionESG/SRI ScreensOpen Architecture Unified Managed Account (UMA)Direct IndexesDocumented Tax SavingsUnified Managed Householding (UMH)Your Asset AllocationYour Product Choices

Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

In 2022, the clients of Smartleaf Asset Management users saved or deferred an average 2.86% in taxes

Interview with RIA Channel

Jerry Michael, President of SAM and SAM's parent company, Smartleaf, Inc., joined Keith Black, Managing Director of RIA Channel, to share stories of how Smartleaf technology, the technology used by SAM, has enabled other advisory firms to deliver personalization and tax-optimization at scale — and how this has changed their businesses.

How Does Fintech Enable Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale?

A webinar with Principal ®

About Us

Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.

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