Rowboat Advisors
HQ Address
Menlo Park, CA 94025, United States
Website Address
Business introduction
The Portfolio Optimizer for Wealth Management
We have built a tax-smart portfolio optimizer specialized for wealth management, and a backtester to analyze and display results using realistic tax
We use linear optimization and other sophisticated techniques to evaluate the tradeoffs between different (and possibly conflicting) improvements, such as lower fees, lower taxes, better tracking, and more and increase tax efficiency vs. the current state of the art.
This helps us choose the best possible portfolio given constraints, such as large external holdings.
Rowboat Advisors Solutions
Rowboat Advisors
Riskalyze, a financial technology firm which sells to 20,000+ financial advisors, uses our technology under the hood to power Riskalyze Trading. Here are examples of our features: Direct Indexing combined with tax-loss harvesting, including ESG/SRI filters and tilts Tax-efficient portfolio rebalancing, including evaluating the tradeoffs between efficiency and tracking Tax-efficient portfolio migration with optional......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
