Tax management
made simple
Improve after-tax returns with automated tax-loss harvesting, tax-sensitive rebalancing, and integrated reporting, built to work alongside Altruist Personalized Indexing.
With Altruist you can:
Put tax savings
in cruise control
Automate the tax management process to save time, and capture up to 2% tax alpha1 annually across your book. Tax management integrates directly with Altruist Personalized Indexing, allowing advisors to tailor portfolios while preserving tax efficiencies and clear reporting.
Custom tax rate settings
Set personalized short-term and long-term tax rates to anticipate the tax consequences of a realized gain or loss.
Tax-loss harvesting
Turn on tax-loss harvesting to proactively realize losses and reduce clients’ total tax burden when rebalancing. This is applied automatically across direct index portfolios, including customized and screened models.
Tax management reporting
Track tax savings and realized impact across taxable accounts, including personalized index portfolios, in one centralized view.
A tax-smart upgrade to the model marketplace
Tax management built into every tax-aware model
Direct index and model marketplace strategies can be enhanced with automated tax management, including tax-loss harvesting and tax-sensitive rebalancing, at no additional cost.
Personalize and optimize, together
With Altruist Personalized Indexing, you can customize portfolios through exclusions and values screens while tax management works in the background to preserve tax efficiencies and maintain clear reporting across taxable accounts.
Make the most of
tax management with Altruist
Featured Webinar
Mastering Tax
Management
Guidance
How Tax
Sensitivity Works
Guidance
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Harvesting Works
Run your firm your way
Use our platform to power your vision, cut the ops work, and get a full quarter of your year back.
1 The Journal of Wealth Management, 2016. The Role of ETFs in Active Tax Management. Past performance never guarantees future performance. The referenced research did not consider Altruist LLC or its Tax Management Tools and is included for educational purposes only. Results will vary based on several factors, including, but not limited to, the tax management strategies utilized, a client’s individual tax situation, and the prevailing market conditions.
Altruist LLC (“Altruist”) offers registered investment advisors (“Advisors”) using the Altruist platform a suite of tax management tools (“Tax Management Tools”) which Advisors can use to provide tax management services to their clients. Tax Management Tools are available to Advisors through Altruist’s rebalancing software. The Altruist Tax Management Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.
Tax laws and regulations are complex and subject to change, which can materially impact investment results. Altruist believes the information provided herein is accurate but does not guarantee that the information herein is accurate, complete, or timely. Altruist makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Advisors are solely responsible for monitoring client accounts to ensure Rebalancer and Tax Management Tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstances. Review the “Altruist Tax Management Tools and Rebalancer Disclosures” on altruist.com/legal for more information.