Solution introduction

Bring Tax Sensitivity to Your Rebalancing

A tax-aware rebalancing service used to maximize tax savings for clients, aligning allocations on personal factors and market changes

What we offer
Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors.

Access the big picture
With our real-time, snapshot view, easily check your practice’s alignment with your investment strategies, along with automatic, actionable updates on trade proposals.

Drill-down analysis
Take a deeper look into your models to see the details and tax impact of an open trade proposal. View the Current, Target, and Post-trade values at the subclass level, and all necessary trades to achieve your goals.

Accessible reports
Take advantage of our most popular, client-facing report, which displays the tax impact on a household over a designated period. This report draws from the history of trades performed using TRX.®

How it works

  • Monitor and rebalance

Globally identify clients who are off-target and automate tax-sensitive trades.

  • Meet clients’ cash needs

Meet liquidity needs by managing cash holdings to find opportunities to invest or sell.

  • Minimize tax burdens

Practice tax gain or loss harvesting for optimal client performance.

  • Reduce complexity

Bring asset allocations back to compliance at scale with rules and preferences.

  • Optimize model portfolios

Invest directly to your models and set up new clients quickly.

  • Leverage model marketplace

Subscribe to and customize models from third-party asset managers.

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