Learn how to implement a systematic, tax-aware overlay that integrates seamlessly with your existing portfolio management software — and can be managed in just minutes a day. Join Ben Littman from RIA Pure Financial and Dan Miller from Addepar to learn how to coordinate asset location, lot-level tax-loss harvesting, and intelligent rebalancing within a unified framework designed to enhance after-tax returns and operational efficiency.
Built on a platform that has evolved to support billions in assets under management and thousands of client accounts, Ben and Dan will demo a solution that combines institutional-grade portfolio management and trading processes with the scalability and automation today’s advisors need.