Jim Taylor

Smartleaf

Smartleaf's software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.