Wealth & Private Banking › Portfolio & Wealth Management › tax-loss-harvesting

Smartleaf

Automated portfolio management and tax-loss harvesting solutions for wealth managers.

Overview

Smartleaf provides automated portfolio management technology focused on tax-loss harvesting and rebalancing for wealth management firms. Their platform enables advisors to optimize portfolios by systematically harvesting tax losses while maintaining investment objectives.

The solution integrates with custodians and portfolio management systems to deliver scalable, rules-based investment management. Smartleaf's technology supports customization and compliance for private banks and wealth managers.

Smartleaf's platform is designed to improve after-tax returns and operational efficiency through automation and data-driven decision making.

Key Features

+ Automated tax-loss harvesting
+ Portfolio rebalancing
+ Customizable investment rules
+ Integration with custodians
+ Compliance and audit trails
+ Real-time portfolio monitoring
+ Scalable multi-account management

Integrations

Charles SchwabFidelityTD AmeritradeEnvestnetOrion Advisor Services

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