1. Pick your expert-built digital asset portfolio
Our actively managed investments are built by quants, automatically rebalanced, and recommended to you based on your personal risk preferences
1. Pick your expert-built digital asset portfolio
Our actively managed investments are built by quants, automatically rebalanced, and recommended to you based on your personal risk preferences
2. Our system automatically identifies your losses
Our system detects and automatically sells losing investments
2. Our system automatically identifies your losses
Our system detects and automatically sells losing investments
3. We automatically “harvest” your losses
Once your losses are detected and sold, they can be claimed as tax deductions and used to offset your taxable gains
3. We automatically “harvest” your losses
Once your losses are detected and sold, they can be claimed as tax deductions and used to offset your taxable gains
4. You get a lower tax bill
Our diversified portfolios provide broad investment exposure and maximize tax efficiencies – all automatically – resulting in year-end tax savings for you
4. You get a lower tax bill
Our diversified portfolios provide broad investment exposure and maximize tax efficiencies – all automatically – resulting in year-end tax savings for you
5. Pay less in taxes today, keep more of your assets invested for the long run
Over time, our software repeatedly performs this process – something that’s typically difficult and cumbersome for human advisors to do
5. Pay less in taxes today, keep more of your assets invested for the long run
Over time, our software repeatedly performs this process – something that’s typically difficult and cumbersome for human advisors to do
