• 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