Jim Taylor's Colleagues at Smartleaf
Jim Taylor's Contact Details
617-453-0714
Smartleaf
Jim Taylor's Company Details
Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation's largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares.We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system.We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.