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Simplify Complex Portfolio Decisions with Advisor WealthDesign™

A platform to help RIAs and Family Offices unify risk, tax, and personalization at the household level. Empower advisors to deliver more value – and portfolio managers to scale it efficiently.

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Struggling with Complex Portfolio Decisions?

  • Constructing optimal client portfolios for family households
  • Managing portfolios with an eye on tax efficiency, risk, and personalization
  • Aggregating custodial and held-away accounts for household-level view on risk and taxes

The Advisor Portal: Advisor SketchBook™

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Define a Household Portfolio

Consolidate related accounts—taxable, tax-deferred, trust, and more—into a single unified household. Get a comprehensive view of the family’s investments to coordinate portfolio decisions with clarity and precision.

Set an Investment Target

Assign an index, model, or blended strategy that reflects the household’s goals, preferences, and risk tolerance. Apply a single unified objective across the household—or tailor different targets by account as needed.

Personalize the Solution

Easily incorporate client-specific constraints such as security restrictions or ESG preferences. Personalization is built in—ensuring every portfolio reflects both client values and advisor guidance without extra manual work.

Set the Client’s Tax Strategy

Configure household-level tax settings including residency-based tax rates, loss harvesting preferences, and maximum tax budget. Every optimization aligns with the client’s long-term tax sensitivity and financial plan.

Perform Tax-Sensitive Transition Analyses

Assess the real-time impact of transitioning from a legacy portfolio to an optimized one. Understand gain/loss exposure and evaluate tradeoffs between taxes, tracking error, and risk—before taking action.

Generate Client Proposal Reports

Produce fully customized, compliant investment proposals with a single click. Each report clearly communicates the household’s optimization strategy, tax rationale, and personalized overlays—ready to present to clients.

Why Firms Choose and Stay with Us

Unified Managed Household Optimization

Benefit to Portfolio Managers

Enables efficient rebalancing by coordinating accounts across registrations, tax types, and ownership structures

Benefit to Financial Advisors

Capture more wallet share with seamless management and personalization across client accounts and entities

One-Click Proposal Generation

Benefit to Portfolio Manager

Converts advisor preferences into model-aligned, tax- and risk-aware optimization recommendations

Benefit for Financial Advisor

Save time by instantly producing polished, compliant proposals tailored to each household

Advisor Dashboard with Alerts

Benefit to Portfolio Managers

Identifies rebalancing opportunities based on advisor-led context and household-level signals

Benefit to Financial Advisor

Proactively surface cash drift, tax loss harvesting opportunities, and rebalance-trigger alerts across the entire client base.

Real-Time Tax Impact Visibility

Benefit to Portfolio Manager

Enables smarter rebalancing decisions aligned with tax budgets and tracking error constraints

Benefit to Financial Advisor

Facilitate better client conversations with clear, household-level views of gains, losses, and tax tradeoffs

Client-Aligned ESG Overlays

Benefit to Portfolio Manager

Applies ESG and values-based constraints without disrupting core portfolio construction or optimization logic

Benefit to Financial Advisor

Easily incorporate client values into investment portfolios without adding manual complexity

Personalization at Scale

Benefit to Portfolio Manager

Streamlines implementation with task-driven optimization templates, minimizing one-off customization and manual trade work

Benefit to Financial Advisor

Offer custom portfolios across hundreds of clients—without increasing operational overhead