Audience
Portfolio management solution for companies
About Smartleaf
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.
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Integrations
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Company Information
Smartleaf
Founded: 1999
United States
www.smartleaf.com
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Product Details
Platforms Supported
SaaS
Training
Videos
Support
Phone Support
Online
Smartleaf Product Features
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Risk Management