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Blend home office, 3rd party SMA, and custom models all under one account umbrella.
Minimize tax liabilities through sophisticated tax-aware rebalancing strategies.
Code modularity allows for quick implementation of additional assets. Our architecture allows for millions of optimizations to be run.
Manage complex portfolios for stocks, bonds, and alternatives with cross-sleeve coordination including personalized investment solutions for UMA/UMH.
Answers to questions you might have about Alunar.
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.
Alunar is for RIAs, Independent, and wirehouse advisors who are looking to automate tax model transitions and ongoing tax management at scale.
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.
Absolutely! Alunar's interface is user-friendly and intuitive. You can create custom reports, dashboards, and visualizations with ease.