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/PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass...
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/PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index...
/PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index...
Share this article Share this article BOSTON, Feb. 4, 2021 /PRNewswire/ -- SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company, Smartleaf, Inc. SAM enables advisors to offer customized, tax-optimized UMA portfolios, including those with direct index cores, for all their clients, from the largest to the smallest. Customization options include custom asset allocation, custom product mix, and environmental, social and governance (ESG) screens. Tax management...