It's amazing that managing clients' taxes doesn't have to be so complex.
Get our 4 Tips for Managing Capital Gains Taxes
Taxes can often be a client’s biggest expense—deepen your relationship with this simple guide.
Chances are you'd rather spend your time working with clients than working on their taxes.
Envestnet's Tax Overlay service lets you manage your clients' tax liabilities without having to become a tax expert yourself:
Fully automated and always on.
Provides daily monitoring of client accounts.
Accounts for tax policy changes in real-time.
Manages your clients' taxes—while you manage their investments.
44% of Portfolio Gains Could Go to Taxes
But They Don't Have to
Envestnet's Tax Overlay service helps manage tax drag and facilitates tax efficient investing across all of your client accounts.
Source: Morningstar. For illustrative purposes only. Data as of 12/31/2018. Assumes a portfolio holds 50% US stocks and 50% US bonds. US stocks, represented by the Morningstar US Equity Mutual Funds category, had a pre-tax return of 5.7% and after-tax return of 3.7%, with a tax drag of 2.0%, in 2018. US bonds, represented by the Morningstar US Taxable Bond Mutual Funds category, had a pre-tax return of 2.0% and after-tax return of 0.6%, with a tax drag of 1.4%, in 2018. The total portfolio had a pre-tax return of 3.9% and after-tax return of 2.2%, with a tax drag of 1.7%, in 2018.

Inside the Intelligent Financial Life: Spend more time on what matters
No one likes dealing with taxes—but it's one of those tedious tasks that just has to get done. Tax management goes beyond just year-end tax-loss harvesting. If you don't consider the tax implications for your clients' portfolios year-round, you may be leaving money on the table. Envestnet's Tax Overlay can help protect your clients' capital gains and make a big difference in managing their portfolio.

Learn more about how our
Tax Overlay service can enhance your value to clients.
Why Tax Management Matters
See how tax efficient strategies may directly impact your clients' portfolio returns.
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