AI investment proposal tool for taxable accounts

We help wealth managers transition taxable accounts with significant capital gains into their models and create client-ready investment proposals.

• Turn a brokerage PDF or Excel into a client‑ready proposal in about 2 minutes.
• Move concentrated, low‑basis accounts into your models while staying inside the gains budget.
• Let the AI draft the executive summary, so you can spend your time advising.
• Every figure ties back to the client's real holdings, tax lots and cost basis.