Audience
Wealth managers and financial advisors
About PORTAX After-Tax Portfolio Analysis
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.
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Pricing
Starting Price:
$49 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
PortaxSoftware
Founded: 1994
United States
www.portaxsoftware.com
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Product Details
Platforms Supported
Windows
Training
Documentation
Live Online
Support
Phone Support
PORTAX After-Tax Portfolio Analysis Frequently Asked Questions
Q: What kinds of users and organization types does PORTAX After-Tax Portfolio Analysis work with?
PORTAX After-Tax Portfolio Analysis works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does PORTAX After-Tax Portfolio Analysis support in their product?
PORTAX After-Tax Portfolio Analysis supports these languages: English.
Q: What kind of support options does PORTAX After-Tax Portfolio Analysis offer?
PORTAX After-Tax Portfolio Analysis offers support via phone support.
Q: What type of training does PORTAX After-Tax Portfolio Analysis provide?
PORTAX After-Tax Portfolio Analysis provides training in the form of documentation and live online.
Q: Does PORTAX After-Tax Portfolio Analysis offer a free trial?
Yes, PORTAX After-Tax Portfolio Analysis offers a free trial.
Q: How much does PORTAX After-Tax Portfolio Analysis cost?
Pricing for PORTAX After-Tax Portfolio Analysis starts at $49 per user per month.
PORTAX After-Tax Portfolio Analysis Product Features
Stock Portfolio Management
Client Management
Supported
For Investment Advisors
Supported
For Traders
Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Supported
Technical Analysis
Supported
Billing & Invoicing
Not Supported
Data Warehousing
Not Supported
Order Management
Not Supported
Wash Sale Detection
Not Supported
