Sample Transition
We've pre-loaded a $1.2M non-qualified portfolio. See how Pack aligns it to a standard Growth Model with tax-loss harvesting.
"Target: Moderate Growth Model (70% Equity / 30% FI)"
Why Pack?
- ✓ Reduce tax bills by average of 14%
- ✓ Generate client-ready PDFs in seconds
- ✓ Full cost-basis integration
Analysis Output
READY
Awaiting Analysis
Click "Run Analysis" to see the AI power in action using sample financial data.
Estimated
Tax Savings
$18,432.00
Model
Alignment
98.4%
Ready to try with your own data?