Pack Analytics – Investment proposal tool for taxable accounts

Summary: Pack Analytics uses AI to analyze taxable portfolios and generate client-ready investment proposals in under one minute, streamlining the transition of accounts into financial models. It recommends efficient transition strategies tailored to taxable account constraints.

What it does

The software analyzes each taxable account, suggests the most efficient transition approach, and produces a complete investment proposal quickly.

Who it's for

Financial advisors and wealth managers managing taxable portfolios and creating investment proposals.

Why it matters

It reduces the time spent manually calculating transitions and proposal summaries, improving efficiency for taxable account management.