Smart analytics for Financial Advisors

Transition taxable accounts into advisor models

Helping advisors replace manual transitions with automated calculations that align taxable accounts with embedded gains with advisor models.

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How it works

Align every account with your model in three easy steps.

Data Ingestion

Securely upload client portfolios via CSV, Excel, or direct API integration.

Set desired parameters

Advisor sets a capital gains budget, an asset allocation target, and additional constraints

Model Alignment

Map holdings to target models with customizable constraints and weightings.

Output

Generate Transition Proposal

We create a model-aligned trade list and a client-ready PDF proposal.

Transparent Value

Designed for teams that want to scale

We reduce manual analysis from up to an hour to under a minute per account.

Single

$249 /month
  • ✓
    50 PDF Reports per month
  • ✓
    Personal Model Library
Select Plan

Multi-License

$219 /month

Starting at 2 licenses

  • ✓
    50 PDF Reports per month
  • ✓
    Shared Team Library
Select Plan

Enterprise

Custom
  • ✓
    Unlimited PDF reports per month and shared team library
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