Audience
Wealth managers and financial advisors
About PORTAX After-Tax Portfolio Analysis
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.
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Pricing
Starting Price:
$49 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
PortaxSoftware
Founded: 1994
United States
www.portaxsoftware.com
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Support
Phone Support
PORTAX After-Tax Portfolio Analysis Frequently Asked Questions
PORTAX After-Tax Portfolio Analysis Product Features
Stock Portfolio Management
Client Management
For Investment Advisors
For Traders
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Billing & Invoicing
Data Warehousing
Order Management
Wash Sale Detection
