Transition taxable accounts with significant embedded gains into target models while controlling exactly how much gain is realized through tax lot analysis.
Define a capital gains budget, target equity allocation, and preferred model. The optimizer builds a tax-efficient transition plan that aligns the portfolio with the advisor’s model while staying within the client’s capital gains budget.
→ A plan that hits your model, inside the tax budgetDefine your preferred equivalencies for stocks, ETFs, and mutual funds to avoid unnecessary sales, minimize realized capital gains, and preserve existing holdings whenever possible.
→ Fewer sales · lower realized gainsSpread a client’s portfolio transition over multiple years by allocating the capital gains budget across each year, creating a more tax-efficient path into the advisor’s model.
→ Gains spread on purpose, year by yearA 20-minute live demonstration, starting from a client statement.