Smartleaf

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Technology Providers (New Applications Innovation, Rebalancing)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”11155″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]Smartleaf is the leading provider of automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker dealers and banks. With the release of its Experience Engine (E2), Smartleaf is transforming the client experience, enabling wealth management firms to show investors a personalized record of continuous oversight, rapid action and exceptional value. Smartleaf applies advanced, institutional-grade analytic s to the challenge of managing customized, tax-sensitive portfolios. We partner with our clients to help them deliver their highest standard of portfolio management to their clients. We bring a fiduciary standard of care to our software and financial engineering development. Our mission is to improve investor outcomes by supporting unequaled levels of risk, expense and tax management. Founded in 1999, Smartleaf is headquartered in Cambridge, MA.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Technology Providers (New Applications Innovation)” tab_id=”1506962371765-eb177380-fb4f”][vc_cta h2=”” shape=”square”]

The Experience Engine (E2)

The Experience Engine (E2) was developed on the basis of reimagining the client experience by providing unprecedented transparency into what advisors do and the value that they provide — every single day. E2 leverages cutting-edge portfolio management tools to provide investors with unprecedented insight into their financial health. This insight empowers advisors to cultivate deeper, more meaningful relationships with clients, boosting sales and improving client retention.

An intuitive portal gives clients an overview of portfolio health, progress to goals, taxes saved, and explanations of trades while simultaneously automating client communications through a client ’ s preferred communication channel. The Experience Engine creates a competitive advantage by driving more consistent, high-value interactions, deepening relationships between advisors and clients for the long term.

The Experience Engine is built upon Smartleaf’s unparalleled rebalancing and portfolio management technology. The E2 platform works seamlessly with a firm ’ s current systems and accounting platform, can be implemented as a standalone portal or embedded within an existing portal, and is compatible with most major CRM systems.[/vc_cta][/vc_tta_section][vc_tta_section title=”Technology Providers (Rebalancing)” tab_id=”1506962371840-31da215c-d040″][vc_cta h2=”” shape=”square”]

The Experience Engine (E2)

The Experience Engine (E2) was developed on the basis of reimagining the client experience by providing unprecedented transparency into what advisors do and the value that they provide — every single day. E2 leverages cutting-edge portfolio management tools to provide investors with unprecedented insight into their financial health. This insight empowers advisors to cultivate deeper, more meaningful relationships with clients, boosting sales and improving client retention.

An intuitive portal gives clients an overview of portfolio health, progress to goals, taxes saved, and explanations of trades while simultaneously automating client communications through a client ’ s preferred communication channel. The Experience Engine creates a competitive advantage by driving more consistent, high-value interactions, deepening relationships between advisors and clients for the long term.

The Experience Engine is built upon Smartleaf’s unparalleled rebalancing and portfolio management technology. The E2 platform works seamlessly with a firm ’ s current systems and accounting platform, can be implemented as a standalone portal or embedded within an existing portal, and is compatible with most major CRM systems.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (New Applications Innovation)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (Rebalancing)

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Jerry Michael
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