First Western Trust Bank (First Western Trust) has partnered with Smartleaf to optimise its back-office processes and provide clients with higher levels of customisation and tax management services.
Smartleaf’s has enabled First Western Trust to further enhance its boutique wealth management services by offering clients industry-leading tax optimisation, as well as social screens, customised asset allocation and customised product selection. Smartleaf’s software also offers First Western Trust more time to focus on their clients and the relationships, experiences, and principles that inform client financial decisions.
Scott Wylie, CEO of First Western Trust, says: “First Western Trust’s mission is to be the best private bank for the Western Wealth Management Client, and Smartleaf helps make this possible. Smartleaf is the market’s most powerful portfolio management, tax and customisation engine. That’s important to us – and our clients – because tailored solutions are a core part of our ConnectView approach to wealth management. Our use of Smartleaf’s technology is an example of how we combine the personalisation of a boutique firm with the sophistication of a large financial institution. In the short run, Smartleaf enhances our already-boutique service; in the long run, it gives us the option to grow our service without compromise.”
Jerry Michael, President of Smartleaf, adds: “First Western Trust’s extraordinary holistic approach to their clients’ financial well-being puts them at the forefront of the wealth management industry. We are deeply impressed by their dedication to being the best in every aspect of what they do, and we are honoured that they chose Smartleaf to power their unsurpassed tax management and customisation services.”
