Launching today

Pack Analytics

Launching today

Investment proposal tool for taxable accounts

2 followers

Investment proposal tool for taxable accounts

2 followers

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Pack Analytics is an investment proposal tool for taxable accounts. We help financial advisors and wealth managers transition taxable portfolios into their models and use AI to generate a clear, client-ready proposal summary. Our software analyzes each account, recommends the most efficient transition strategy, and generates a complete investment proposal in less than one minute.

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Launch tags:Fintech•Investing•SaaS

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Unblocked — Get AI agents to generate code that fits your system.

Get AI agents to generate code that fits your system.

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There is currently no software that helps financial advisors and wealth managers efficiently align taxable accounts with their investment models while generating an investment proposal that incorporates the unique constraints of a taxable account. Financial advisors and wealth managers can spend up to 60 minutes per taxable account manually calculating the most effective way to align each account with their model. I’ve been using Excel spreadsheets to transition those accounts into our investment models and write a proposal summary for each client. I originally built this solution for myself and then partnered with my cofounder to start a company around it.

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1d ago