Smart analytics for Financial Advisors

Transition taxable accounts into advisor models

Helping advisors replace manual transitions with automated calculations that align taxable accounts with embedded gains with advisor models.

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How it works

Align every account with your model in three easy steps.

Data Ingestion

Securely upload client portfolios via CSV, Excel, or direct API integration.

Set desired parameters

Advisor sets a capital gains budget, an asset allocation target, and additional constraints

Model Alignment

Map holdings to target models with customizable constraints and weightings.

Output

Generate Transition Proposal

We create a model-aligned trade list and a client-ready PDF proposal.