Smartleaf

We break the chains of operational complexity so you can give every client your best.

Find out how we can help
Smartleaf Passes $50 Billion in AUM.

"We are seeing the rapid adoption of overlay as a common platform for managing entire wealth management programs. The market no longer views overlay as simply an alternative to SMA's--overlay platforms are being embraced as a key competitive advantage that enables firms to serve their clients better."

Jerry Michael, President Smartleaf
Create a True Unified Managed Account

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With Smartleaf, we are now positioned ahead of other open architecture providers.”
Read the Press Release
Stephen Rodgers, Chief Investment Officer Bank of Hawaii
Come visit Smartleaf at booth 601 during this year's FIS Client Conference in Milwaukee, Wisconsin.

About Smartleaf

$50 billion managed through the Smartleaf system
100% successful nine-year track record of implementations and deliverables
Clients within the Bank Trust, Registered Investment Advisor and Broker Dealer marketplace including US Bank, DA Davidson, Comerica, BB&T, and BBVA Compass
Founded in 1999 and headquartered in Cambridge, MA

What We Do

Smartleaf enables you to serve your clients better. Every client. Every day.

We enable you to spend more time with your clients so you can better understand their needs—and then deliver a customized solution. We enable you to efficiently and consistently provide every client, every day with: