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The Investment Engine, Smartleaf’s core solution, reimagines how portfolios are managed.
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Built on Smartleaf’s Investment Engine, the Smartleaf Experience Engine, our advisor portal, reimagines the wealth management client experience by enabling advisors to document their work and value.
Product Description
About this Product
Automated portfolio rebalancing workflow platform for the scalable, compliant management of customized, tax-optimized portfolios:
- Unequalled scale and compliance in the management of highly customized, tax-optimized portfolios.
- Support for separately managed accounts (SMAs), unified managed accounts (UMAs) and Unified Managed Households (UMH).
- Reports that document your work and value, including our Taxes Saved Report. Expect to save your clients more in taxes than you charge in fees.
About Smartleaf Inc
Smartleaf enables wealth advisory firms to deliver ultra-high levels of customization and optimized tax management to all of their clients, at an unprecedented scale. Our automated rebalancing workflow is used to manage everything from custom-tailored $100M+ taxable UMA and UMH accounts to $5 robo accounts with fractional shares.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.