Jerry Michael, President of Smartleaf and Smartleaf Asset Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss software solutions to outsource trading, rebalancing, and tax optimization.
Smartleaf is a system and a service that enables advisors to manage personalized and tax-optimized portfolios at scale. Advisors can offer these customized services to even their smallest clients. The system requires the advisor to spend zero time rebalancing and trading portfolios, which increases the time the advisor has to spend with clients and prospects. Clients include Altruist, SEI Investment Management, and Zoe Financial. The service is available either as software or an SMA solution that can manage every type of asset.
Smartleaf’s system removes all of the operational complexity from customized portfolio management. Smartleaf provides direct indexing services to over $6 billion in client capital. Smartleaf seeks to manage all household portfolios of every asset class. Portfolio customization includes client goals, such as social screens, and tax optimization, which includes tax-loss harvesting, risk-optimized gains deferral, and multi-year transition plans.
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The views expressed herein are the personal views of the speaker. They are not intended as investment advice, an opinion on the suitability of any product or service, or a solicitation of any kind. Information contained herein is presented for general informational purposes only, and no representation is made as to its completeness and accuracy. Information contained herein does not constitute legal, tax or accounting advice. Smartleaf Asset Management LLC, a subsidiary of Smartleaf, Inc., is a registered investment advisor.