Providing tax-optimized portfolio rebalancing is a great way to win new clients and keep existing ones happy.
But providing that level of personalized and intentional investment management is no easy thing to do and can be difficult to scale.
This is where Smartleaf comes in.
Smartleaf is a Cheetah partner. The company’s software is integrated into the Cheetah platform for wealth managers who are a client of both companies, making it easy to incorporate tax-optimized rebalancing into your trust operations.
What makes Smartleaf unique is that the company makes providing ultra high levels of personalization both simple and scalable, with a focus on time-saving automation and real-time feedback, according to Becca Willis, Marketing Communications Associate.
“We are a great tool for firms who want to grow,” Willis explained. “We enable a very scalable practice. So, if firms are on a precipice and they want to take their business further while still enabling a high level of service, we are a great fit.”
Smartleaf’s focus on efficiency, scalability, and streamlined workflows make it a great fit for Cheetah and Cheetah clients.
With Smartleaf on your side, you’ll experience efficiency gains that help make lower net worth clients more profitable. At the same time, you’ll be able to offer a high level of customization and year-round tax management, making it easier for you to move upmarket with wealthy clients.
Key features include:
- Automated implementation of customization requests
- Automated tax management
- Easy direct indexes
- Model distribution service
- Advanced householding
- Automated cash management
- Documentation of account-level taxes saved/deferred to share with clients
Interested in Smartleaf?
You can learn more about Smartleaf at the company’s website. Navigate to the Resources section for a wealth of downloadable guides, an FAQ, and more.
If you are interested in working with Smartleaf, get in touch with Robey NeJame, Account Executive and Sales Operations Manager
