“WITH THE RIGHT
DIGITAL INVESTMENT
TOOLS, WE CAN
BUILD THE
FINANCIAL FUTURE
THAT WE’VE
WORKED FOR.”
Let us help find the
right tools for you.
CAN YOU REALLY TRUST YOUR REPORTED NET WORTH?
NOT WITHOUT ADJUSTING FOR YOUR HISTORICAL COST BASIS.
Other digital advising applications claim to report your net worth, but if they aren’t adjusting your investment portfolio for dividends, corporate actions, gifting and inherited securities, they’re only reporting your gross net worth.

 

These applications also offer to lower your taxes using tax-efficient strategies, but you first have to know the adjusted cost basis and the unrealized gain/loss for any tax strategy to be effective.

networth-transparent

INTELLIGENTLY MANAGE
YOUR PORTFOLIO

Create a smart, tax-efficient, balanced
portfolio using our cutting-edge technology
that you can access anytime from any device.

Maximize Your Investment Profits By Accurately Calculating Your Adjusted Cost Basis

Determines the adjusted cost basis for virtually any security traded in US regardless of its history of capital changes.

Complex corporate actions

Adjusts for stock splits, mergers, dividends reinvestments

Covers wide range of securities including: NYSE, NASDAQ, and other major exchange, ADRs, closed-end funds, REITs, OTC securities (Bulletin Board and Pink Sheets), UITs, mutual funds, and debt instruments such as options and bonds.

Capture and track lot shares acquired under myriad circumstances, including: reinvestment, employee stock option and other stock plans, voluntary cash purchases, transfer of ownership, cash or stock dividends, and corporate events.

eSHAREHOLDERS WHO MANAGE THEIR FINANCIAL WELLNESS ARE PROVEN TO BE HAPPIER EMPLOYEES