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.
As a founding member of the firm, Ben has held various leadership positions spanning Financial Planning, Investment Management, Technology Solutions, and M&A. Ben was Pure’s first Chief Investment Officer, developing and scaling the tax overlay and trading platform, screening client accounts daily for asset location, tax loss harvesting, and rebalancing opportunities. From there he moved into a technology solutions role, leading various software development projects driving value for Pure’s clients, advisors, internal teams, and management.