www.smartleafam.com
Open in
urlscan Pro
2606:2c40::c73c:67e1
Public Scan
Submitted URL: http://safelinks.protection.outlook.com/?url=https%3A%2F%2Fnews.tamps.com%2Fdc%2FxMp6goGwvVXS7AnSirb5N48v99UPWr3P8ZCMEw7vWO0MTda9shSiFPr...
Effective URL: https://www.smartleafam.com/?utm_campaign=2023%20Thought%20Leadership%20%26%20Social%20Promotion&utm_source=hs_email&utm_med...
Submission: On July 19 via api from US — Scanned from DE
Effective URL: https://www.smartleafam.com/?utm_campaign=2023%20Thought%20Leadership%20%26%20Social%20Promotion&utm_source=hs_email&utm_med...
Submission: On July 19 via api from US — Scanned from DE
Form analysis 0 forms found in the DOM
Text Content
MENU
* Our Service
* Using SAM
* Overview
* Advisor Portal
* Solutions
* For Bank Trusts
* For RIAs
* For Asset Managers
* Investment Strategies
* Asset Allocation Models
* Morningstar
* Principal
* Security Models
* Smartleaf Direct Index Models
* Model Distribution Service
* About Us
* FAQs
* Investment Products & Asset Allocations
* Direct Indexing
* News
* Blog
* Subscribe for Updates
* Contact Us
BEGIN HERE. GO ANYWHERE.
GET STARTED ON THE HUBSPOT COS WITH THIS SIMPLE, POWERFUL THEME. CUSTOMIZE YOUR
SITE WITH DRAG-AND-DROP MODULES OR CODE IT BY HAND. ONCE YOU GET STARTED,
THERE'S NO TELLING WHERE YOU MIGHT GO.
AVAILABLE TO INVESTMENT PROFESSIONALS ON INTERACTIVE BROKERS
PERSONALIZED & TAX-OPTIMIZED
PORTFOLIOS MADE SIMPLE
MANAGE EVERY PORTFOLIO WITHOUT COMPROMISE. SPEND MORE TIME WITH CLIENTS.
Expert Tax Management Sophisticated TransitionESG/SRI ScreensOpen Architecture
Unified Managed Account (UMA)Direct IndexesDocumented Tax SavingsUnified Managed
Householding (UMH)Your Asset AllocationYour Product Choices
Learn More
DEMO VIDEO: THE ADVISOR PORTAL
See how simple portfolio personalization can be.
Learn More
IN 2022, THE CLIENTS OF SMARTLEAF ASSET MANAGEMENT USERS SAVED OR DEFERRED AN
AVERAGE 2.86% IN TAXES
Read the full report
INTERVIEW WITH RIA CHANNEL
SMARTLEAF ASSET MANAGEMENT: A NEW KIND OF SUBADVISOR
Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA
Channel, to discuss what sets Smartleaf apart from other subadvisors, and how
advisors can leverage Smartleaf’s platform to deliver scalable customization and
tax management to their clients.
HOW DOES FINTECH ENABLE ADVISORS TO DELIVER PERSONALIZED PORTFOLIOS AND A
DIFFERENTIATED CLIENT EXPERIENCE AT SCALE?
A webinar with Principal ®
Watch Now
ABOUT US
Smartleaf Asset Management was founded in 2014 to offer wealth management that
leverages the sophisticated tax, risk and customization analytics of its parent
company, Smartleaf.
Learn More
MORE LINKS
Direct Index Models
About
Contact
Privacy Notice
Form ADV
CONTACT US
857-366-9340
sales@smartleafam.com
One Bowdoin Square, 10th Floor
Boston, MA 02114
Copyright 2023