Tax-Smart Portfolio Management
AdvisorPeak offers enterprise-class capabilities to meet the real-world needs of advisors and institutions, based on years of in-depth research and development in tax-smart portfolio trading and rebalancing.
AdvisorPeak is the most powerful and intuitive way to manage your client portfolios. Our best-in-class software allows you to customize portfolios to meet each client’s unique objectives and preferences.
AdvisorPeak offers enterprise-class capabilities to meet the real-world needs of advisors and institutions, based on years of in-depth research and development in tax-smart portfolio trading and rebalancing.
AdvisorPeak makes it easy to manage allocation models—from simple to complex. Our algorithm monitors your client household and account assets, providing real-time data for quick decision making. The user-friendly interface allows you to create models, manage accounts, trade and rebalance efficiently and quickly.
Support all types of securities, mutual funds, stocks, ETFs, and fixed income. With Separately Managed Accounts (SMAs) you can set unlimited security equivalencies, manage fund and redemption fees, set do-not-sell restrictions or treat securities as cash.
Persistent monitoring algorithms provide analysis based on your unique settings. Set custom trade minimums and trading fee thresholds, and allow for drift percentage from target and optimal tax savings. Or, initiate bulk trades with rapid precision.
Straight-through trade routing to virtually every custodian and brokerage firm in the U.S. simplifies trade execution. An institutional-grade Trade Order Management System (TOMS) is also available that includes block trading, order sets and algorithmic trading.
The Addepar platform seamlessly integrates trading and rebalancing capabilities with a variety of other widely used third-party tools for modeling, forecasting and more. Streamline these and other essential processes for your practice so you can focus on demonstrating clear value to clients.
Addepar service and support is unmatched in the industry. From onboarding to troubleshooting, we will be there to guide your team every step of the way.
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See how AdvisorPeak trading and rebalancing can help you manage and optimize your client portfolios.
Additional costs and fees may be associated with certain products, features or services.