Seamlessly migrate client accounts to new investment models while minimizing tax impact. See how the Transition Analysis Tool empowers advisors with powerful customization and automation capabilities.
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Schedule a personalized demo of the Transition Analysis Tool.
Transitioning portfolios to new investments has traditionally been complex, time-consuming, and rife with potential for tax implications.
Helps advisors stay within a defined tax budget that corresponds with client financial goals by presenting various transition strategies to choose from and a clear roadmap for navigating tax hurdles.
Eliminates the need to calculate optimal selling times by allowing advisors to set parameters defining when the system should sell a security, thereby enabling them to sell positions over time in a more tax-efficient way.
Automatically compares existing holdings with investment models, helping advisors pinpoint opportunities to leverage existing positions and minimize unnecessary selling, potentially reducing capital gains taxes.
Streamline the transition process by scheduling the Transition Tool to automatically find additional liquidation opportunities that will stay within the specified capital gains budget on a specified cadence.
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Download our Transition Analysis Tool brochure
Custodians, TAMPs, and fintech providers can leverage SMArtX’s Transition Analysis Tool to help advisors simplify the complexities of portfolio transitions and offer:
Effortless tax-aware transitions
Enhanced advisor efficiency
Increased end-client satisfaction
Beyond tax optimization, SMArtX offers a suite of tools within an API-first, modular platform that adapts to advisors’ specific needs and integrates with your current systems. Our commitment to the development and deployment of new features ensures your offering remains on the cutting-edge of industry changes and advisor needs.
SMArtX does not provide tax advice and the SMArtX portfolio tax transition tool is not a substitute for tailored tax advisory services. Clients are advised to seek tax advice from an independent licensed tax professional.