Portfolio Management

Welcome to the world of portfolio management, where strategic prowess meets financial prosperity. Manage every step from beginning to end with our wide range of digital products. Your financial future awaits, and we're here to help you shape it.

Tax Manager

Discover the secret to maximizing your investments while minimizing your tax liabilities. By strategically selling underperforming assets to offset gains, it not only enhances your portfolio but also minimizes your tax burden.

Key benefits

  • Identify tax loss harvesting opportunities

  • Harvest losses without changing the strategy

  • Systematically generate Tax Alpha

Key features

  • Tax Loss Harvesting Finder
    Use AI to find positions with losses and access real-time replacement recommendations
  • Reinvestment with AI Optimization
    Rebalance without altering your core strategy
  • Advanced Alert System
    Identify the ideal moment to harvest tax losses without hassle

Summary video

video

Process diagram

  • Upload or select portfolio

  • Select harvesting objective

  • Modify weights

  • Choose a recommended replacement

  • Send to trader

Product specifications

  • 4 tax harvesting objectives

  • 7 types of optimizations

  • +20,000 assets covered

Target client

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.