PORTAX After-Tax Allocation Software 

·       PORTAX is a hybrid, per-period Mean-Variance and Tax Minimization Optimizer.

·        Provides true multi-period modeling of up to 100 assets and 120 periods with per period cash inflows and outflows.

·        Performs after-tax optimization using asset market values, cost basis, turnover, management fees, income tax rates and capital gains tax rates in addition to standard yield, return and risk estimates.

·        Can optimize across multiple sub portfolios to handle financial and estate planning for 401(k), IRA, GRT, CRT, CLT, and other tax entities.

·        Performs Monte Carlo Simulations to analyze future performance.

·        Includes Client Reporting Features, Convergent Wealth Advisors' Asset Class Return Forecasts, and a Forecasts Wizard that makes asset class expected return forecasts using a factor model or historical statistics on a database of over 85 asset class time series.

 

See for yourself how useful PORTAX is, and send us a request for the PORTAX 5.3 Demonstration Software.