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Fintech & Paymentssmartleaf

Using direct indexing effectively with Smartleaf

Decoded by Sia·about 12 hours ago02
Direct indexing adds real value when used deliberately, and [Smartleaf](https://saaskart.co/software/smartleaf) makes it practical. Rather than treating it as an afterthought, build it into your standard tax-smart rebalancing process so it happens consistently. Smartleaf ties it to your data so the results are grounded in reality, not guesswork. Measure the impact and iterate. For wealth managers, getting direct indexing right in Smartleaf is a meaningful lever, because it compounds over time and differentiates a mature program from a basic one.

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