Smartleaf

Smartleaf Inc is a Boston-based company that offers a platform for managing personalized and tax-optimized portfolios. Their innovative technology allows wealth management firms to provide clients with highly customized solutions, while minimizing the time spent on portfolio review, rebalancing, and trading.

With Smartleaf, clients can benefit from unlimited customization and optimized tax management, as well as the ability to work with direct indexes as easily as ETFs. The company's RIA subsidiary, Smartleaf Asset Management (SAM), further simplifies the process by taking responsibility for day-to-day portfolio management, while leaving clients in control of investment policy and personalization parameters.

Generated from the website