Solutions for RIAs

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:

• High-levels of customization, including account-level customization of asset allocation, product choice, ESG/values screens, cash management, and security/sector restrictions
• Industry-leading tax optimization, including tax-sensitive transition, ongoing gains deferral, year-round tax-loss harvesting, wash sale avoidance, and tax budgeting

We make it possible to manage every account as if it were your only account — and spend zero time doing so.