Smartleaf

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Smartleaf is a software provider for financial firms that manage individual investor accounts. Its featured product, Smartleaf Portfolio Manager, provides an integrated workflow solution for the customized management of individual portfolios. It is a Web-based software platform and data service that integrates with accounting and trade order systems. On a daily basis, the product generates actionable tax-lot trade recommendations for individual portfolios, and it allows investment firms to manage thousands of accounts with efficiency. Smartleaf is a private company based in Cambridge, Mass.