---
title: [Demo Video] SAM's Advisor Portal
description: A 6 minute demo showing the capabilities of SAM's Advisor Portal.
image: https://www.smartleafam.com/hubfs/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.png
---

[![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/)

**

# SAM News

# [Demo Video] SAM's Advisor Portal

Posted by [Gerard Michael](https://www.smartleafam.com/news/author/gerard-michael) on August 15, 2022

- [Tweet](https://twitter.com/share)

 

*A six minute demo showing the capabilities of SAM's Advisor Portal.*

* *

 

Looking to see SAM’s Advisor Portal in action? 

 

[![Screen Shot 2023-02-21 at 12.04.28 PM](https://www.smartleafam.com/hs-fs/hubfs/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.png?width=803&height=500&name=Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.png)](https://www.smartleafam.com/advisor-portal)

 

Watch SAM’s co-founder and President, Jerry Michael, use SAM's Advisor Portal to onboard and customize 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.

Click [here](https://www.smartleafam.com/advisor-portal) to see the full demo.

![Gerard Michael](https://www.smartleafam.com/hubfs/Gerard%20Michael%20headshot.jpg) 

[Gerard Michael](https://www.smartleafam.com/news/author/gerard-michael)

President, Co-Founder

<https://www.linkedin.com/in/gerard-michael-66039>

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