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Sub-Advised Portfolio Management Without Compromise

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

Expert tax management | Sophisticated transition | ESG/SRI screens | Open architecture UMA | Direct indexes | Documented Tax Savings | Unified Managed Householding | Your asset allocation | Your product choices

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Personalized & Tax-Optimized

Portfolios Made Simple

 

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

 

Expert Tax Management | Sophisticated Transition | ESG/SRI Screens | Open Architecture Unified Managed Account (UMA) | Direct Indexes | Documented Tax Savings | Unified Managed Householding (UMH) | Your Asset Allocation | Your Product Choices

 

Learn More

Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

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Interview with RIA Channel

Smartleaf Asset Management: A New Kind Of Subadvisor

Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients.
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How Does Fintech Enable Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale?

A webinar with Principal ®

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About Us

Smartleaf Asset Management, LLC (“SAM”) is a subsidiary of Smartleaf, Inc. SAM leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with the ability to outsource the management of highly customized, tax-optimized portfolios, including those with direct index cores. SAM’s mission is to make managing personalized and tax-optimized portfolios simple. Really simple. To learn more contact us at sales@smartleafAM.com.

 

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