Reimagining Portfolio Management

Smartleaf Demo | In|Vest 2019

Founded:

1999

Company Website:

www.smartleaf.com

Product Name:

Smartleaf Investment Engine

Company or product description:

Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale. Our software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares.

What makes your company or product great?

We’ve reimagined and re-engineered the way portfolios are managed, enabling firms to deliver ultra-high levels of customization and optimized tax management at an unprecedented scale.

We have helped firms move upmarket by offering industry-leading transition customization and tax optimization services, and we have helped firms implement hyper-efficient delivery models that enable them to economically serve the emerging mass affluent -- all with one system.

We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to build the core of the emerging digital future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

What key challenge does it solve?

Higher levels of customization and tax management are becoming “table stakes” and firms that don’t improve their offering will become uncompetitive. We enable asset and wealth managers to deliver ultra-high levels of customization and optimized tax management at an unprecedented scale. And we free up advisors to spend 100% of their time with prospects and clients.

What is your best success story?

We helped an advisor quintuple his book. We tripled the time he had to spend with prospects and clients; we enabled him to tell his clients that he reviews their portfolios every day; we saved more in taxes than he charges in fees, and we made it possible to customize every portfolio, as needed.