Use your desired strategies, not the platform provider's
As an open architecture platform, we work with advisors to build client portfolios based on their preferred investment strategies, including third-party managers or your team’s internal strategy. Quorus builds a tax-management program specific to each strategy.

Apply comprehensive household tax-management
Aggregate multiple account registrations under a single household with integrated tax and portfolio allocation logic. Provide a cohesive and tax-efficient investment strategy across client households.

Clearly communicate the value of tax management
Understand and communicate the value of tax management to clients and prospects with tax-aware proposals and after-tax client performance reporting. Simplify onboarding with tax-aware portfolio transitions.

Streamline your operations
Eliminate operational headaches. Quorus will act as a sub-advisor for client accounts, managing day-to-day portfolio management and back-office operations with the custodian. Interested in maintaining investment discretion? Integrate Quorus tax-management logic on a non-discretionary basis with our API.