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Featured Vendor
For almost 25 years, SLIB has been a reliable partner to the financial industry, in step with the changes in the European securities landscape, by offering its customers innovative software solutions to streamline their securities processing and improve their performance, whilst mitigating their risks.
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Adhesion Technologies-Tax Managed WealthADV
- Vendor:
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Adhesion Technologies
- Categories:
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Cash Management
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Cash Flow Management Solutions
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Accounting
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Trading Systems
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Tax Reclaims
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Reporting
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- Price:
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Available on request
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Product Description:
Taxes matter, creating a drag on overall return. With Tax Managed WealthADV UMAs the Adhesion overlay portfolio manager seeks to minimize that drag. An available option for all taxable accounts.
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Reporting Capabilities:
1. Avoiding short term gains, the most significant tax cost to clients;
2. Opportunistic, year-round tax loss harvesting [versus a fixed calendar schedule];
3. Coordinating activity across manager sleeves to avoid wash sales and unnecessary trade costs;
4. Mandated budgets for gains or losses;
5. Tax-sensitive rebalancing.
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Workflow Capabilities:
* Restrictions on specific holdings (Do Not Hold, Buy or Sell);
* Cash management levels and triggers;
* Minimum trade sizes;
* Periodic withdrawals;
* Tax management services
COMPANY CONTACT DETAILS
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Country
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United States
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Contact name
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Michael Stier
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Contact job Title
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President & Chief Executive Officer
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Telephone number
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888.295.8351
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Email address
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mstier@adhesionwealth.com
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Mailing address
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5935 Carnegie Blvd Suite 301 Charlotte, NC 28209
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Where Technology Buyers Meet Technology Sellers 
