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Automated tax-smart rebalancing
Smartleaf is tax-smart rebalancing software offering automated rebalancing and tax management for separately managed and model accounts. Smartleaf helps wealth managers work more efficiently and achieve better outcomes.
Smartleaf is built for wealth managers. It suits teams that want tax-loss harvesting without spreadsheets and disconnected tools.
Compared with alternatives like Orion, Smartleaf differentiates on tax-loss harvesting. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Smartleaf for growing teams. Contact for a quote.
Advanced Smartleaf for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| tax-loss harvesting | , | |
| rebalancing | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| direct indexing | , | |
| customization | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Global business accounts, cards, and cross-border payments
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