BENEFITS
Allows investors to realize the full potential
of the customization a managed sleeve
offers due to the client owning the
securities within the SMA, therefore
decisions can be made at the account
level and not at the model level as taxes
are unique to the client
Automates tax management of a
managed sleeve by minimizing the short-
term capital gains that result from client
customizations and trading
Diversifies concentrated portfolios in a
tax-efficient manner
Delivers goals and parameters defined
through consultation with Envestnet |
PMC
Addresses ongoing model changes in a
tax-efficient manner
Seeks to limit the amount of tracking
error (TE) while also balancing the tax
implications of each transaction within a
client's account
Provides the tools to assist in growing your
taxable account business
Adds a solution for large tax liabilities to
differentiate your practice with high net
worth clients
Provides a scalable way for advisors to
manage accounts with client specific tax
budgets
4
2023 Envestnet, inc. All rights reserved. For home office and advisor use only.
██████████████████████████████████
Ì2000017446Î
