Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

Learn More


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.
SAM-logo
principal_full_transparent background

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

A webinar with Principal ®

Watch Now

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.

 

More Links
Privacy Notice
Form ADV

Contact Us

[fa icon="phone"]  857-366-9340

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

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

      Boston, MA 02114

[fa icon="linkedin-square"] Linkedin 
Copyright 2023
[fa icon="chevron-up"]