AI investment proposal tool
for taxable accounts

We help wealth managers transition taxable accounts with significant capital gains into their models and create investment proposals with an AI summary of the key changes.

Schedule a Demo

How it works

Create a transition proposal with AI in two easy steps.

Phase 01

Data Ingestion

Securely upload client portfolio via PDF statement, Excel, or direct API integration.

Phase 02

Set Parameters

Set a capital gains budget, target asset allocation, or preferred model.

Output

Generate Transition Proposal

We create a client-ready PDF transition proposal based on a capital gains budget, with an AI summary of the key recommended changes.

Transparent Value

Designed for teams that want to scale

We cut manual analysis and proposal creation from up to two hours to under a minute per account.

Single

$299 /month
  • Unlimited PDF reports
  • Personal Model Library
Purchase Single Plan

Multi-License

$249 /month

$249/month per user starting at 3 licenses

  • Unlimited PDF reports
  • Shared Team Library
Purchase Multi-License

Enterprise

Custom
  • Unlimited PDF reports
  • Shared Team Library
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