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.