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About

If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.

About

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Portfolio management solution for companies

Audience

Individual Investors, Investment Advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$74.99 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 1.5 / 5
ease 1.6 / 5
features 1.4 / 5
design 1.6 / 5
support 1.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Smartleaf
Founded: 1999
United States
www.smartleaf.com

Company Information

StockMarketEye
Founded: 2008
United States
www.stockmarketeye.com

Alternatives

Alternatives

StyleADVISOR

StyleADVISOR

Informa Business Intelligence

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

No info available.

Integrations

No info available.
Claim Smartleaf and update features and information
Claim Smartleaf and update features and information
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Claim StockMarketEye and update features and information