Smartleaf is a portfolio management system built to automate the delivery of personalized and tax-optimized portfolios at scale. Instead of juggling fragmented systems and manual processes, firms get a single workflow that runs automatically in the background, every day. Smartleaf’s automated rebalancing system handles year-round tax management, tax-optimized transitions, personalization, direct indexing, household-level optimization, and more. The result: every portfolio consistently meets firm investment, personalization, and tax standards — and advisors are freed from manual tasks, with more time to focus on clients and growth. Smartleaf is available as SaaS or as a subadvisory service. Learn more at www.smartleaf.com and www.smartleafam.com.