Boston, MA
Summary
This business offers an automated portfolio rebalancing platform that focuses on delivering personalized and tax-optimized investment management solutions. It enables wealth management firms to provide customized portfolios for clients of all sizes, utilizing direct indexing and automated rebalancing to enhance efficiency. The platform allows advisors to save time by automating portfolio management tasks while ensuring high levels of tax management and documentation of tax savings for clients.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
24.4 years — Since Aug 2000
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology and Wealth Management
2. Investment Advice
Vendor
Source
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