Finance Awards 2018

Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at an unprecedented scale. Our software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares. We have helped firms move upmarket by offering industry-leading transition, customization and tax optimization services. And we have helped firms implement hyper-efficient delivery models that enable them to economically serve the emerging mass affluent — all with one system.