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Submitted URL: https://news.tamps.com/dc/xMp6goGwvVXS7AnSirb5N48v99UPWr3P8ZCMEw7vWO0MTda9shSiFPr9gN-kIed0sN6Y7kQQMuvKiZ5WCsfyHlP0Ngu6T...
Effective URL: https://www.smartleafam.com/advisor-portal?utm_campaign=2023%20Thought%20Leadership%20%26%20Social%20Promotion&utm_source=hs...
Submission: On July 19 via api from US — Scanned from DE

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ADVISOR PORTAL


SAM'S ADVISOR PORTAL: DEMO VIDEO

Watch our short demo with SAM’s co-founder and President, Jerry Michael, and see
the onboarding and customization of a new client’s tax-managed account. We’ll
replace an ETF with a direct index, add a tobacco screen, a security constraint,
custom cash management settings, and then set up a multi-year tax-sensitive
transition. All in about six minutes.

 




 


ABOUT THE ADVISOR PORTAL

Smartleaf Asset Management provides investor-facing advisors with a dedicated
portal for setting up accounts, entering customization and tax management
preferences, and submitting a cash client cash-withdrawal request. As the
advisor sets up the portfolio, the portal gives them and their clients real-time
feedback on the tax and risk implications of their customization choices,
helping clients make informed decisions. For example, if you add a social
screen, the portal will tell you how much of the current portfolio would be
liquidated and the tax consequences. And, for new accounts, the portal will, in
real time, show you proposed first trades and provide you with a hypothetical
projection of a multi-year tax-optimized transition plan.

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

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CONTACT US

 857-366-9340

  sales@smartleafam.com

  One Bowdoin Square, 10th Floor

Boston, MA 02114

Copyright 2023