Apr 26, 2022

With today's discussions about personalization and direct indexing, tax optimization is top of mind for most wealth managers. Offering tax optimization can be a significant value-add and differentiator, but it's a multi-dimensional, complex process.

In this research, we review the different ways that wealth managers can apply technology to support scaling tax optimization, with a specific focus on tax-loss harvesting. We also explore the pros and cons, current trends, and outlook for both wealth managers and vendors associated with the tax optimization space. As a Cutter member, you have access to the full report and related content.

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