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    Maxit Tax Score


    Maxit Tax Score provides advisors and investors with a unique, simple to use tax solution, empowering improved returns and smarter investing.

    Putting Tax at the Center of Wealth Planning

    Integrating tax into wealth planning: The Maxit Tax Score application empowers advisors and investors to assess the tax profile of an account or household via an intuitive and simple to use score. Once the score is generated, review the details and learn how to improve the tax score by making tax efficient, guided investment decisions. Maxit Tax Score provides a simple to use tax capability, powering tax efficient investment returns.

    Asset-715Maxit Tax Score

    Maxit Tax Score provides advisors and investors with a unique, simple to use tax solution, empowering improved returns and smarter investing. Unique, value-driving capabilities include:

    • Simple, easy to access onboarding/reboarding workflow to generate the tax score
    • A unique tax score with clickthrough details to reflect the tax profile of an account/household
    • Integrate multiple accounts with advanced aggregation capabilities to provide a simple profile of complex households
    • Integrate held-away assets to ensure a holistic tax picture across a client’s/household’s investment landscape
    • Intuitive guidance to help ensure tax efficient investment strategies, improving the overall investment return
    • Flexible technology, enabling an API-first, widget-, component-, and portal-based solution

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