Smartleaf

Smartleaf has reimagined and re-engineered portfolio management, allowing wealth advisory firms to deliver high levels of customization and tax management at scale. The software platform can manage accounts of all sizes, from ultra-high net worth to robo accounts. Smartleaf has helped firms move upmarket and implement efficient delivery models, aiming to bring a fiduciary standard of care to all that they do. The company's goal is to democratize wealth management and provide the level of oversight and customization once reserved for the ultra wealthy to all investors. Smartleaf's featured product, Smartleaf Portfolio Manager, provides an integrated workflow solution for the customized management of individual portfolios, allowing investment firms to manage thousands of accounts with efficiency.