Enterprise Technology services
- Parti Pris is a recognized expert with tax management, direct indexation and application of optimization programs with tax sensitivity.
- Our approach to all solutions is to gain a thorough understanding of our advisor clients investment and business strategy.
- We provide consulting services to large institutional firms seeking to design, build and implement the technology to support their own personalized portfolio services.
- Parti’s technical and investment staff works with client personnel to refine investment and technical workflow requirements and oversee the advisor’s development and implementation of custom solutions.