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Tax-Aware Rebalancing

Households of Accounts

  • Establish multiple sets of location preferences for flexible, intuitive tax-aware rebalancing and trading.
  • Manage SMAs, held-away assets, and multiple registrations under one model portfolio.
  • Quickly raise cash, invest cash, apply cash minimums, and exclude cash for each account within a household.

Families of Accounts

  • Use the Family concept to aggregate multiple accounts and households under one record for monitoring and managing diversification across multiple portfolios.
  • Benefit from future enhancements to the Family module that will support wash sales analysis and notifications.