• Efficient tax-aware trading
• Efficient tax harvesting
• Flexible modeling from simple to complex
• True tax-lot accounting
• True sleeve-level accounting
• Support for flexible program-agnostic, single-solution “unified wealth management” concept
• Support to blend models from multiple parties in single account
• Ability to share trading discretion from multiple sources in a single account
• Fully integrated accounting and trading
• Single source of data, and fully integrated suite of tools