Smartleaf Asset Management (SAM) announced today that its sub-advisory service is now available on the Axos Advisor Services (AAS) platform. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial advisors to deliver cost-effective custom and tax-optimized portfolios to their clients custodied at Axos Advisor Services.
Boston – August 28th, 2025 - Smartleaf Asset Management, LLC (SAM) announced today that its sub-advisory service is now available on the Axos Advisor Services (AAS) platform. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial advisors to deliver cost-effective custom and tax-optimized portfolios to their clients custodied at Axos Advisor Services. Later this year, the service will include support for fractional share trading, making it economical for advisors to provide virtually all investors with access to customized and tax-optimized direct indexes and other equity strategies.
With SAM, advisors have full control over the investment experience. They retain control over asset allocation and product selection, either using their own or accessing them from third parties on SAM’s open-architecture Model Distribution Service.
SAM supports any combination of US ETFs, mutual funds and equity models — including direct indexes. With SAM, direct indexing doesn’t require Separately Managed Accounts (SMAs) and is as easy as working with ETFs.
SAM also supports “householding”, the ability to jointly manage multiple accounts in a household to a single household-level target asset allocation, leveraging qualified accounts as tax-free household-level asset allocation rebalancing centers. The service also prevents wash-sales across accounts in a household and supports tax and gains budgets at the household level.
SAM’s service includes a “Taxes Saved or Deferred Report” for each client account and household that enables advisors to document the taxes the client has saved or deferred through SAM’s active tax management. These documented savings/deferrals are typically more than the advisor’s fees1.
“SAM is a service for ambitious advisors that want to grow. With SAM, advisors can offer every client customization and tax-optimization services once available only to ultra-high net worth individuals. More importantly, SAM frees client-facing advisors to spend more time with clients and prospects,” noted Gerard Michael, President and Founder of SAM.
“We’re delighted to be partnering with Axos Advisor Services, which is known for providing advisors with high-touch support, exceptional service and advanced technology, as evidenced by their forthcoming, industry-leading support for fractional shares”.
About Smartleaf Asset Management
Smartleaf Asset Management, LLC (“SAM”), an SEC-registered advisor, is a subsidiary of Smartleaf, Inc. SAM leverages Smartleaf’s software to provide sub-advisory services that make delivering personalized and tax-optimized portfolios and households simple and scalable.
For more information on SAM, visit www.smartleafAM.com or contact us at sales@smartleafAM.com. Registration as an investment advisor does not imply a certain level of skill or training.
About Axos Advisor Services
Axos Financial, Inc., with approximately $24.8 billion in consolidated assets as of June 30, 2025, is the holding company for Axos Bank, Axos Clearing LLC and Axos Invest, Inc. Axos Bank provides consumer and business banking products nationwide through its low-cost distribution channels and affinity partners. Axos Clearing LLC (including its business division Axos Advisor Services), with approximately $39.4 billion of assets under custody and/or administration as of June 30, 2025, and Axos Invest, Inc., provide comprehensive securities clearing services to introducing broker-dealers and registered investment advisor correspondents, and digital investment advisory services to retail investors, respectively. Axos Financial, Inc.’s common stock is listed on the NYSE under the symbol “AX” and is a component of the Russell 2000® Index and the S&P SmallCap 600® Index, among other indices.
For more information on Axos Financial, Inc., please visit http://investors.axosfinancial.com.
For more information on Axos Advisor Services, please visit https://www.axosadvisorservices.com.
1 Expected outcome for most clients. Results depend on many factors, including market movement, fees, product choice, asset allocation, cash activity, client tax rates, and legacy holdings.