All-in-one platform for wealth managers to win new clients, transition accounts into their models, and analyze portfolios
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Transitioning taxable accounts into your models is complex. Clients often don’t want to realize years of gains all at once.
A multi-year transition lets you spread those gains over time.
With Pack Analytics, you can build a multi-year transition plan in just a few clicks.
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Pack Analytics retweeted
Personalized financial advice is the future.
Smaller clients will increasingly be served by AI and automated solutions.
Larger, more complex clients will still need real financial advice. But their expectations will change: they’ll demand more personalization, more customization, and advice built around their specific situation.
Your investment proposal process should reflect that.
Not just: “Here’s our model.”
But: “Here’s how our model works for YOU.”
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Personalize, personalize, and personalize.
Why is it so difficult to create customized investment proposals for your clients?
You should be able to show a client:
“What would my portfolio look like if I only want to realize $30,000 in capital gains?”
“What would my portfolio look like if I want to keep BAC because my father worked there?”
“What would my portfolio look like if I want to hold 2% in a Bitcoin ETF?”
Every client has different preferences, tax situations, and constraints.
Their investment proposal should reflect that.
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The most advanced investment teams are staying ahead in non-qualified accounts by using equivalency structures.
Why sell a client’s IVV, realize capital gains, and buy VOO when the exposure is essentially equivalent?
Equivalencies can be built across stocks, ETFs, and MFs.
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Pack Analytics retweeted
Had a client demo yesterday, and one thing really stood out.
They loved how quickly they could create customized investment proposals for each client instead of relying on a one-size-fits-all approach.
The future of wealth management is personalization.
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How do you transition a $2M taxable account with $800k of unrealized gains?
You don’t sell everything on day one.
You create a tax-aware, multi-year transition plan in your models.
That’s exactly what this feature does
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One of our favorite features at Pack.
Upload a prospect’s portfolio statement, and in under 30 seconds you’ll have a complete portfolio analysis.
Not long ago, this process meant manually entering every holding into Excel or another system—a task that could easily take hours.
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Advisors shouldn’t spend hours building proposals or managing taxable transitions.
We help wealth managers:
• Analyze portfolios
• Build personalized proposals with any constraints
• Model tax-aware transitions
We’re building the platform we wished we had as PMs.
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