SAM's Advisor Portal: Demo Video

Watch our short demo with SAM’s co-founder and President, Jerry Michael, and see the onboarding and customization of a new client’s tax-managed account. We’ll replace an ETF with a direct index, add a tobacco screen, a security constraint, custom cash management settings, and then set up a multi-year tax-sensitive transition. All in about six minutes. 

 

HubSpot Video

 

About the Advisor Portal

Smartleaf Asset Management provides investor-facing advisors with a dedicated portal for setting up accounts, entering customization and tax management preferences, and submitting a cash client cash-withdrawal request. As the advisor sets up the portfolio, the portal gives them and their clients real-time feedback on the tax and risk implications of their customization choices, helping clients make informed decisions. For example, if you add a social screen, the portal will tell you how much of the current portfolio would be liquidated and the tax consequences. And, for new accounts, the portal will, in real time, show you proposed first trades and provide you with a hypothetical projection of a multi-year tax-optimized transition plan.