Boston, MA
Summary
This business offers an automated portfolio rebalancing platform that focuses on delivering personalized and tax-optimized investment management solutions. It enables wealth management firms to provide customized portfolios for clients of all sizes, utilizing direct indexing and automated rebalancing to enhance efficiency. The platform allows advisors to save time by automating portfolio management tasks while ensuring high levels of tax management and documentation of tax savings for clients.
Industry
Investment Advice
Parked
false
Blocked
false
SIC Code
6282
Industry
Financial Technology and Wealth Management
Language
en
NAICS Code
523930 - Investment Advice
No Content?
false
Website Type
business
businessName
Smartleaf
Phone Numbers
617-453-0714,617-491-5556
Email Addresses
Business Summary
This business offers an automated portfolio rebalancing platform that focuses on delivering personalized and tax-optimized investment management solutions. It enables wealth management firms to provide customized portfolios for clients of all sizes, utilizing direct indexing and automated rebalancing to enhance efficiency. The platform allows advisors to save time by automating portfolio management tasks while ensuring high levels of tax management and documentation of tax savings for clients.
Business Location
Boston, MA
Industry Keywords
portfolio management, tax optimization, direct indexing, financial technology, wealth management
Business Entity Name
Smartleaf, Inc.
similarWebsiteUrls
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Business Location Country
US