Smartleaf Asset Management (SAM) is an outsourced rebalancing and trading service that makes portfolio management frictionless. You retain complete control of your firm's asset allocation and product choice recommendations. We remove operational constraints that stand in the way providing every account with:
We make it possible to manage every account as if it were your only account — and spend zero time doing so.
We cater to bank trusts that have moved beyond product, trade and performance-oriented value propositions and instead strive to be their clients’ lifetime financial coach and guardian (For more, read Old vs. New Wealth Management).
Using our advisor dashboard, you design a customized solution for each account. We handle the rest — daily review of every account, with rebalancing and trading as needed.
SAM provides you with a client marketing packet to help your advisors explain your portfolio management practices and the benefits your clients are receiving by working with you.
We integrate directly with your trust accounting system. You do not need to create separate accounts or sub-accounts, and no reconciliation process is required.
Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM’s sub-advisory service leverages Smartleaf’s software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs.