Tax Optimizer

Know the tax outcome of your investment decisions.

Tax Optimizer is a tax accounting, analysis and planning solution for investment advisors. The system is designed to take transaction feeds from underlying portfolio accounting systems as of a given, user-selected point in time, and calculate lot level tax basis and lot level gains & losses of investments held or sold. Tax Optimizer automatically calculates the most frequently occurring U.S. tax adjustments. The processing results can be used to project or produce year-end entity level taxable income.