Portfolio Transition and Optimization
Your strategy. Your client's rules. A clear path to get there.
Move taxable accounts into your strategies while accounting for tax budgets, investment restrictions and client preferences.
01
Set a capital gains budget or tracking error
Tell Pack how much gain or tax the client will accept this year, or how closely the portfolio should track the strategy. The optimizer builds the transition around that limit and sells the lowest-gain lots first.
The limit comes first
02
Type instructions like "Do not sell XOM"
Client preferences and restrictions go in as plain English: positions to keep, securities to avoid, cash to raise.
One instruction per line
03
Plan a multi-year transition into your strategy
Spread the transition over several years, each with its own budget, and see tracking error to the strategy fall year by year.
Gains spread on purpose, year by year
Watch it in a minute
See it live, end to end.
Twenty minutes with the team. From a sample statement to a client-ready proposal, live.