Tax-Optimization Strategy Engine

Boost after-tax returns. Reduce tax drag. Personalize allocations intelligently.

Marvel.ai designs tax efficient portfolios by analyzing client tax brackets, asset allocations and financial factors to reduce liabilities and improve after tax returns.

It adjusts portfolios in real time to maintain tax efficiency based on current laws and evolving client needs.

Tax aware recommendations

Allocations shaped for stronger after tax returns.

Real time tax alignment

Portfolios adjusted instantly as tax rules shift.

  • Up to 30% lower tax liabilities
  • Higher after tax returns
  • Improved client satisfaction and retention
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