Smartleaf
Programmatic platform for tax-managed rebalancing and direct indexing.
smartleaf.comSmartleaf automates account- and household-level portfolio management, including tax management, rebalancing, trading and custom direct indexes. An affiliated RIA, Smartleaf Asset Management, can carry out day-to-day trading for firms that want it.
Third-party profiles say the company was founded in 1999 in the Boston area.
What it does
- Tax-managed rebalancing
- Direct indexing
- Household-level management
- Model distribution
- Advisor portal
Coverage
No stories on Smartleaf in our recent coverage yet. Follow it and we’ll email you when one runs.
Others in Portfolio management
All Portfolio management vendors- 55ipJ.P. Morgan Asset Management's tax-smart investing and portfolio engine.
- VestmarkPortfolio management, trading and tax-overlay technology, being bought by Envestnet.
- AdvisorEngineWealth platform with CRM, onboarding, portfolio management and billing.
- AdvyzonAll-in-one adviser platform for reporting, billing, CRM and rebalancing.
- CapitectPerformance reporting, billing and rebalancing platform for advisers.
- d1g1tToronto-based wealth platform with reporting, analytics, billing and rebalancing.