PORTFOLIO MANAGEMENT SOFTWARE

Portfolios that run right —
at scale, without chaos.

Smartleaf replaces fragmented, manual processes with one background system that keeps every portfolio aligned with your firm’s investment, personalization & tax standards — automatically, every day. No manual fixes. No slip-ups. Just firm-wide consistency and confidence.

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THE PROBLEM

Managing personalized and tax-optimized portfolios at scale is hard:

Stitched-together processes and manual effort keep it afloat

Everything is sporadic. Nothing ever stays up-to-date.

Tax management happens in bursts — but rarely at the household level

THE SOLUTION

Smartleaf is portfolio management the way it should be.

Smartleaf replaces patchwork portfolio processes with one automated workflow that runs quietly in the background, every day.

Investment Policy
Runs Right ✓

Your investment logic is enforced daily, across every account and household. Consistency is built in — never manual.

Personalization
Runs Right ✓

Every client choice and constraint is honored automatically, every day. Personalization runs at scale without slowing you down.

Tax Management
Runs Right ✓

Tax optimization is continuous, down to the household level — keeping portfolios aligned with tax goals and firm strategy.

Trusted by leading wealth managers and platforms:

smartleaf client: citizen's business bank

THE WORKFLOW

One daily portfolio management workflow.
‍Everything handled, everything up-to-date.

Instead of scrambling with fragmented portfolio management processes, Smartleaf handles every core portfolio management task automatically, as part of one workflow, every single day.

Daily Rebalancing Review

Keep portfolios on target and compliant — always ready to capture opportunities.

Ongoing Tax Management

Run tax optimization year-round at both the account and household levels.

Portfolio Personalization

Enforce client preferences automatically at scale — without slowing down.

Tax-Optimized Transitions

Transition accounts seamlessly with built-in tax efficiency at every step.

Direct Indexing

Deliver customized index portfolios efficiently — with no added complexity.

Cash Management

Handle liquidity needs automatically, aligned with your goals and strategy.

Smartleaf is:

$90

billion managed

$538

million in 2024 taxes saved

400

thousand accounts served

years of stability and success

97.9%

client retention, last 5 years
(100% excluding M&A activity)

Tax Savings You Can Prove.

Save or defer more in taxes than you charge in fees.

And prove it.

Our Taxes Saved & Deferred Report shows exactly how much a client has saved or deferred through your active tax management. It's hard data that lets you document how much value you're creating.

Start Creating Provable Tax Savings

THE PAYOFF

Excellence without exception.
‍Scale without chaos.

Every portfolio stays aligned with your firm’s standards automatically. Advisors are freed from portfolio tasks, and operations can scale cleanly without compromise.

Standards Enforced Daily

Enforce firm standards automatically across every account and household.

Advisors, Free to Advise

Remove portfolio tasks so advisors gain more time for clients and growth.

Everyday Tax Efficiency

Keep portfolios tax-smart year-round at both account and household levels.

Scalable Portfolio Operations

Expand processes without added complexity — growth stays clean and consistent.

HOUSEHOLDING BUILT IN

Everything works on two levels.

With Smartleaf, portfolio management doesn’t stop at the account level. Every investment, personalization, and tax standard is managed at both the individual and household level — automatically, every day.

Individual Portfolios

Smartleaf manages every account daily for tax opportunities and client requirements — continuous, automated, never manual.

Household Management

Smartleaf keeps all household accounts aligned to one target allocation, rebalancing tax-sensitively to minimize realized gains.

CLIENTS SAY ...

“It’s not just that it works — it’s that it works every time.”

Real-world proof that Smartleaf delivers consistent execution — for every portfolio, every day.

Smartleaf gives us capabilities we simply wouldn’t have otherwise without a complete rebuild of our entire back-office infrastructure. It integrates cleanly with custodians and bolts on to our systems in a simple way that most others can’t.

Grant Paitz

Senior Strategist

INTRUST BANK

Smartleaf allows us to offer highly customized direct indexing strategies, while simplifying operations in a way that dramatically reduces complexity. It’s brought both sophistication and simplicity to a large and diverse book of business.

Bill Hartman

Vice President

Everence

Smartleaf is the tool that allows us to crystallize who we are and institutionalize that across the entire firm. It creates predictable tax alpha, a predictable conversation with every client, a predictable compliance framework.

Founder & Partner, $6B RIA

availability

Two delivery models. Same Smartleaf. ✓

Choose the model that fits your firm — Smartleaf as a SaaS platform or as a subadvisory service.

SaaS Platform

Deploy Smartleaf as a secure SaaS platform. Portfolios run smooth and steady, always in line with your standards, automatically every day.

Subadvisory

Or choose Smartleaf as a subadvisor. We take on the execution, delivering the same seamless alignment — automatically, every day.

Meet your commitments.

End the busywork.

Empower your advisors.

See how Smartleaf makes portfolio management seamless — every account, every day.

Start Transforming Your Portfolio Operations

FAQs

Get quick answers to the most common questions firms ask about Smartleaf.

My firm is already using Orion, Black Diamond, etc. Would using Smartleaf require swapping those out?

No. Smartleaf integrates directly with custodians to receive account data and deliver trades. We replace the rebalancing function inside platforms like Orion or Black Diamond, but we don’t replace the full tech stack. You’ll still use those platforms for performance reporting, billing, and client-facing work — Smartleaf simply takes over the complex, day-to-day portfolio management.

What custodians and platforms does Smartleaf integrate with today?

Smartleaf integrates with custodians including Fidelity, Schwab, and Axos, as well as Pershing through a partner. We also connect with trust accounting platforms like FIS, SEI, InnoVest, and Accutech, and with platforms such as Black Diamond, Flyer Co-Pilot, and Eze Castle.

What does Smartleaf cost?

Smartleaf pricing is based on assets under management, using the greater of a firm-wide minimum or basis-point fees. Fees vary by the taxable status of accounts and investment products, but all capabilities — daily rebalancing, household-level tax optimization, personalization, and more — are included.

I'm interested in the tech. What can you tell me about how Smartleaf works?

Smartleaf is a rebalancing workflow that runs every day across all accounts. Each day it sets up new portfolios with strategies, constraints, and tax settings; corrects accounts with bad or stale data; trades accounts that must act immediately, such as for cash requests or constraint violations; and trades accounts where the benefit outweighs the cost, such as for loss harvesting, drift reduction, or cash investment. This happens automatically, so portfolios stay aligned without manual effort.

How long does implementation typically take?

Most firms are live in three to six months, depending on integration and development needs.

How many of my people will be required to manage Smartleaf?

Typically one dedicated portfolio manager can oversee Smartleaf, spending only part of their day on trading and rebalancing, plus one backup for coverage. Optionally, advisors can use the portal to set up accounts, generate demos for prospects, and pull reports.

What aspects of Smartleaf are fully automated?

Account upload is fully automated. Smartleaf doesn’t just flag accounts for attention — it identifies when trading is needed and proposes the optimal trades to capture the opportunity. Trade batching for execution is also automated, so portfolios stay aligned without manual intervention.

Is Smartleaf essentially a fancy robo-advisor?

No. Smartleaf is not a robo-advisor. No trades happen automatically. Every recommendation can be reviewed, and a human must approve trades before they are executed. Trade approval can be done in batch.

Does Smartleaf leverage artificial intelligence?

No.