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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.
Learn how we can help your organization.