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Begin Here. Go Anywhere.

Get started on the HubSpot COS with this simple, powerful theme. Customize your site with drag-and-drop modules or code it by hand. Once you get started, there's no telling where you might go.

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

 

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Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

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

Read the full report

 

 

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 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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[fa icon="phone"]  857-366-9340

[fa icon="envelope"]  sales@smartleafam.com

[fa icon="home"]  One Bowdoin Square, 10th Floor

Boston, MA 02114

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