Smartleaf

Smartleaf has earned the highest user rating for trading and rebalancing in the 2025 T3/Inside Information Software Survey! The T3/Inside Information Software Survey gathers insights annually from advisors on the fintech solutions they use, their satisfaction with them, and the trends shaping the advisor tech marketplace. The 2025 survey polled 2,118 advisory firms, including firms that use Smartleaf. Out of 24 solutions, Smartleaf earned the top rating for trading and rebalancing, earning a user score of 9.83, just one of two firms to earn a score above 9. Thank you to our users who took the time to share their experience using Smartleaf! And thanks to T3 Technology Tools for Today and Inside Information for putting this survey together each year. You can access the full survey results on the T3 website: https://lnkd.in/emT5s2FT #T32025

The Smartleaf team is excited to head to Dallas next week for #T32025! You can find us at Booth #400! Smartleaf President, Gerard Michael, will take the stage throughout the conference to explore what it means to be "comfortable being uncomfortable." He'll share real stories of firms that embraced massive organizational change — and the extraordinary growth that followed. Part I of this two-part presentation series kicks off at 4:45 PM on Tuesday, March 4th. We're pleased to announce that Matt Bankston, CFP®, Director of Strategy & Platform Innovation at Choreo Advisors, will join Jerry for Part II at 8:00 AM Wednesday, March 5th. We hope you'll join us! Robey NeJame Bob Leaper Melissa Kain

For most of your clients, do you save or defer more in taxes than you charge in advisory fees? Can you document this? The answer is yes for firms that use Smartleaf. Smartleaf’s 2024 Taxes Saved numbers are in! Last year, clients of Smartleaf users saved or deferred an average of 2.13% of portfolio value in taxes. Click the image below to read the full report:

Direct indexes are great. Direct index SMAs are bad. Go sleeveless or go home. Yes, direct indexes make sense for investors worth less than $1mm and more than $5m. These are the titles of our three most popular blog posts of 2024. We’ve compiled the six top ranking posts we put out last year. Click the image below to access the full list:

We’re pleased to be partnered with Cheetah, a cutting-edge trust accounting and wealth management system that delivers a differentiated solution to advisors and their clients. Together, Smartleaf and Accutech embrace the power of technology to offer a seamless, light-lift integration to growing institutions. Advisors benefit from sharper reporting, smoother integration and communication across systems, and the ability to offer an enhanced client experience.

How should householding really be done? Let's look at an example. Householding is the holistic management of all accounts in a household. Imagine a family with: - 2 taxable accounts - 3 tax-advantaged (“qualified”) accounts As their advisor, you want all five accounts to adhere to a single target asset allocation. You could make each account adhere to this target, but that’s often tax-inefficient – especially when a taxable account is, for example, overweighted in US equities while a qualified account is underweighted. Rebalancing each account individually could trigger unnecessary taxable events, like selling low-basis equities in taxable accounts. Coordinating trades across accounts is more efficient. Doing this: - prevents conflicting exposures. - minimizes taxes by realizing losses in taxable accounts and gains in tax-advantaged accounts. Both advisor and client win.

Advisors tax-managing all household portfolios will win. Here’s why householding is a major investment area for us. - Advisors find more tax alpha while eliminating spreadsheet work - Clients get holistic tax and risk management - Both see all accounts in one household-level view Investors don’t want to delegate various parts of their portfolio to multiple advisors. Householding helps advisors bring more AUM under their roof.

Advisors that can offer their clients tax-optimized householding will win more business and find more tax alpha for their clients. But what is householding? What does it take to do it well? Let's dive in:

Scenes from a Smartleaf Christmas 🎄 Smartleaf staff celebrated the Christmas holiday across the U.S, from Arizona to Brooklyn and, of course, at our home base of the Boston area of Massachusetts. 🎅

As this year draws to an end, you may be thinking about firm-level goals for 2025. Here are a few questions to help you select the right rebalancing system to get you there in the new year: https://hubs.la/Q030bQmK0