Current and planned reports include:

• Taxes saved. Show how much you’ve saved clients in taxes through active tax management.
• Health checks. Show clients that you’re meeting the standards you set for managing their portfolio.
• Explained activity. Provide simple plain English explanations of your trades.

We have reengineered the way portfolios are managed. With our system, the functions of client-facing portfolio managers are split into three parts delegated to three different groups: the investment policy committee, the advisor and the overlay manager.

This restructuring allows for greater efficiency, consistency and compliance to firm regulations. But more importantly, it allows advisors to spend more time with their clients and provide each with personalized and tax-optimized portfolios.