Modular approach helps align capabilities with specific needs
Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on your client’s portfolio objectives.

• Low cost Index replication - Start with reducing fees utilizing low-cost ETFs
• Active tax management - Analyze the impact of active tax management with tax transition, harvesting, and withdrawal capabilities
• Risk management - Aim to reduce the stress of extreme volatility through rules based risk forecasting

Tax managed Index strategies advisors can own & automate
The processes involved in building and implementing custom strategies are time consuming. Now, you can deliver customized tax-managed index strategies across your client base, designed with the goal of generating improved after-tax returns while closely tracking a single or blended index with intelligent automation.