Gerard Michael, President, Smartleaf Asset Management discusses the key benefits behind direct indexing, and how advisors can leverage technology to efficiently manage highly customized, tax-advantaged portfolios.
As potential tax hikes loom under the Biden administration, the timing is critical for advisors to consider implementing a tax-managed solution. Effectively managing and deferring capital gains taxes can have a huge impact on wealth creation. Smartleaf’s tech-enabled platform is designed to help advisors manage their portfolios more efficiently, so they can spend more time building client relationships.
Smartleaf delivers scalable tax optimization and customized investment solutions. Advisors can leverage Smartleaf to apply unique investment screens for each client, automatically rebalance their portfolios, bring trading in-house, easily track and manage tax risk and conduct year-round loss harvesting.
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