Tax Management Services
The Envestnet platform offers discretionary overlay services to help advisors and investors address and minimize the impact of the tax implications to their investment portfolios. The Tax Transition Service is a premium, customizable solution for investors who want to control/customize the realization of large unrealized gains that are embedded in their portfolios, or have other unique circumstances that require an individualized strategy. The Ongoing Tax Management Service is a low-cost, more automated service that aims to potentially reduce tax bill in an effort to boost after-tax returns and delivers year-round tax management to eliminate the need for year-end tax loss harvesting.
Impact Investing Solutions
PMC offers a comprehensive suite of solutions for investors looking to align their values with their money. Access fully diversified portfolios from leading strategists that employ impact investment approaches. Or research and select managed accounts, mutual funds, and ETFs from impact investing specialists that seek both financial return and positive social or environmental impact. In addition, PMC offers the ability to apply 17 personal conviction screens to traditional and impact specialist managed accounts. PMC helps advisors meet the diverse needs of clients whether they seek to target positive change, access specific sector exposure, or minimize negative impact. Learn more about how to deliver performance with impact.