Tax Monitor Tool

Discover ways to help your clients during tax season
The Tax Monitor analyzes estimated Q4 capital gains distributions and performance data for over 7,000 mutual funds and ETFs.
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Use the tax monitor

Drop in your portfolio
Effortlessly drag and drop in a list of holdings
Analyze for tax-efficiency
Receive a custom report highlighting estimated capital gains distributions
Uncover opportunities
Identify ways to help maximize a portfolio's total return

Amid historic changes in financial regulations, delivering fiduciary value has never been more important. As 2017 closes out, Advisors can help immediately quantify their value — by managing the tax-efficiency of client portfolios. Quick action now may result in client tax savings in 2017 while establishing a more efficient business model for 2018 and beyond.