Powerful optimization  for all portfolios

Alunar helps wealth firms implement multi-asset model portfolios with tax management at massive scale.

Product image

Take action with Alunar's optimization

Dashboard icon

Bespoke & Model Portfolios

Blend home office, 3rd party SMA, and custom models all under one account umbrella.

Radar icon

Tax-Efficient Rebalancing

Minimize tax liabilities through sophisticated tax-aware rebalancing strategies.

Magic icon

Scalability & Performance

Code modularity allows for quick implementation of additional assets. Our architecture allows for millions of optimizations to be run.

Mouse icon

Multi-Asset & Multi-Sleeved

Manage complex portfolios  for stocks, bonds, and alternatives with cross-sleeve coordination including personalized investment solutions for UMA/UMH.

Optimization Features

Real-time optimization for faster decisions

Zap icon

Tax-Smart Transitions

Tax Budgets
Tax Sensitivity
Avoid Wash Sales

Sliders icon

Ongoing Optimization

Tax Loss Harvesting
Rebalancing
Tax-smart withdrawals

Handshake icon

Delivery Mechanisms

Trade List
API

Actionable insights

Turn complex portfolios into simple decisions

Magic icon

Automated reports

Save time with automated, scheduled reports. Get the trades you need to optimize taxes across all of your models.

Chart icon

Trade analysis

Get trade lists automated to your dashboard and with minimal tracking error and maximum tax alpha.

Pie icon

Model library

Dive deeper into your models with tax efficiency.

FAQs

Answers to questions you might have about Alunar.

What does Alunar do?

Plus icon

Alunar helps wealth firms implement multi-asset model portfolios with tax management at massive scale. We do this by providing services like tax model transitions, tax loss harvesting, rebalancing, and tax-smart withdrawals.

Who is Alunar for?

Plus icon

Alunar is for RIAs, Independent, and wirehouse advisors who are looking to automate tax model transitions and ongoing tax management at scale.

Can Alunar integrate with existing tools?

Plus icon

Yes, Alunar integrates with a wide range of tools, including custodians, TAMPs, and cloud storage services. Our API allows for seamless integration, helping you connect Alunar to the software you already use.

Is Alunar easy to use if you’re not technical?

Plus icon

Absolutely! Alunar's interface is user-friendly and intuitive. You can create custom reports, dashboards, and visualizations with ease.

Ready to get started?

Take the first step to optimizing your investments at scale
Demo