Identifying ways to minimize your clients’ tax burden is a valuable service that requires technology to do at scale. At Blaze Portfolio we make it easy with tax awareness, tax harvesting, and tax location optimization.
Search for tax loss harvesting opportunities and then generate the trades necessary to realize the losses or gains.
Ensure that you are investing according to your tax strategy with simple location optimization rules.
Review long-term and short-term gains or losses on every trade and sort/filter the results.