portaxsoftware.com
PORTAX After-Tax Portfolio AnalysisPORTAX is a portfolio and planning software tool that assists investors facing complex tax and timing issues while investing and spending across multiple years.
http://www.portaxsoftware.com/
PORTAX is a portfolio and planning software tool that assists investors facing complex tax and timing issues while investing and spending across multiple years.
http://www.portaxsoftware.com/
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Convergent Wealth Advisors
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Convergent Wealth Advisors
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PORTAX After-Tax Portfolio Analysis | portaxsoftware.com Reviews
https://portaxsoftware.com
PORTAX is a portfolio and planning software tool that assists investors facing complex tax and timing issues while investing and spending across multiple years.
PORTAXE
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PORTAX After-Tax Portfolio Analysis
PORTAX After-Tax Portfolio Analysis. Income and Capital Gains Taxes. Managed Assets and Turnover. Low Cost Basis Assets. Portfolios with Multiple Tax Entities. Manager and Index Testing. PORTAX and PORTAX Plus. PORTAX is a 64 bit Windows desktop application that primarily assists investors and financial advisors with medium and long term strategic taxable portfolio analysis. This includes asset allocation, asset location with multiple tax entities, cash management and tax planning. Open architecture mean...
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