Pack Analytics Tax-Smart Portfolio Transitions
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Investment
Proposal Tool
for Growing Advisory Teams

We help wealth managers grow and scale their business by turning a client statement into a personalized investment proposal in under 60 seconds.

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Portfolio Transition J. Hartwell · 60/40 Balanced
Ticker Category Current Proposed Value
TOTAL 100% 100% $2,017,340
BRK.B6 lots
 Equity 22.0% 12.0% $242,081
JPM4 lots
 Equity 18.0% 10.0% $201,734
HD Equity 15.0% 8.0% $161,387
VOO Equity 0.0% 40.0% $806,936
XOM Equity 12.0% 0.0% $0
AGG Fixed Income 0.0% 18.0% $363,121
BND Fixed Income 0.0% 12.0% $242,081
Showing 7 of 8 positions · 100% equity → 60/40 Balanced
Summary
  • Realizes $250,000 in long-term capital gains, within the stated budget.
  • Reduces equity exposure from 100% to 70.4%, adding a fixed-income sleeve.
  • Maintains a 1.24% tracking error against the model benchmark.
Target Realized Gains $250,000
Constraints Do not sell NVDA
Final Equity % 70.4%
Tracking Error 1.24%
Gains Target Met Reached

Built for RIAs, wealth managers & family offices

Process

Create a proposal
in two easy steps

Upload the account, set your constraints, and walk into the client meeting with the proposal already done.

01

Data Ingestion

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

02

Set Parameters

Set a capital gains budget, target asset allocation or model, and client-specific constraints such as buy, sell, and equivalency instructions.

Output

Generate Transition Proposal

Generate a client-ready PDF transition proposal tailored to each client’s goals, constraints, and preferences, complete with clear talking points that explain the key portfolio recommendations.

<0s
Generation time

The math advisors care about

Give every advisor their week back

Manually creating a proposal and transitioning a client account can take up to two hours. For many wealth managers, that adds up to more than 11 hours every week spent in spreadsheets instead of meeting with clients and growing their practice.

2hrs
of manual work erased on every account you transition.
6
account prospects in a typical advisor’s week.
0hrs
handed back to your calendar, week after week.
0+
hours returned to you over a single year.

Product

One platform,
three ways to grow

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01

Client Acquisition

Analyze prospects, generate personalized investment proposals, and create advisor-ready talking points in under two minutes.

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02

Account Transition Optimizer

Move taxable accounts into your models while controlling exactly how much gain is realized, through tax lot analysis.

Explore 03

Portfolio Analysis

Evaluate performance, allocation, risk, income, and stress tests for every fund, ETF, and individual stock.

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See it live, on a real statement.

20 minutes, live with us.

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Transparent Value

Designed for teams that want to scale

Leave spreadsheets, PowerPoint presentations, and manual calculations behind. Create a tax-aware transition plan and a professional client proposal in under two minutes.

Single
1 user
$299 /month
Unlimited PDF reports
Personal Model Library
Purchase Single Plan
Most Popular
Multi-License
min. 3 users
$249 /user/mo
Unlimited PDF reports
Shared Team Library
Purchase Multi-License
Enterprise
custom size
Custom
Unlimited PDF reports
Shared Team Library
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Questions

Before you ask

What formats can I upload?

PDF brokerage statements (Schwab, Fidelity, Morgan Stanley and most major custodians) and Excel exports. We read every position, tax lot and cost basis — including multi-account household statements, which we can combine automatically.

How long does a transition proposal take?

About two minutes from upload to client-ready PDF. The same work done by hand — lot-level gains analysis, model alignment, drafting — typically takes up to two hours per account.

Can I use my own models?

Yes. You build and save your own target models in your model library — single plans get a personal library, multi-license plans share a team library. The optimizer aligns each account to the model you choose within your capital-gains budget.

How do you control the tax impact?

You set a capital-gains budget and the optimizer stays inside it — selecting which lots to sell, harvesting offsetting losses where available, and reporting realized gains, estimated long-term tax and tracking error on every proposal.

Is client data secure?

Statements are processed over encrypted connections and stored with AES-256 encryption. Uploaded documents are used only to build your proposal — never for anything else.