Article

It’s Not What You Make, It’s What You Keep

Tax-Efficient Investing

An Institutional Investor study, in collaboration with SS&C Advent, found that nearly 70% of investment management professionals are planning to expand their tax optimization capabilities. Tax-efficient investing can significantly change the total after-tax performance of a family or household. This article explores how technology advances are enabling advisors to offer tax-efficient investing and more personalized services to investors at scale.

Learn more about tax lot tracking and the technology to support it.