Custom, tax-managed portfolios built on your strategies
Quorus partners with asset managers to offer proprietary, custom portfolio solutions based on your investment strategies. Improve portfolio tax efficiency, incorporate ticker-level account customization, and build deeper relationships with your clients, all while reducing operating costs.
Trusted by Industry Leaders
.png)
Customizable investment accounts are the future of investing. Is your lineup ready?
More advisors are adopting custom, tax-managed investment accounts. If you only rely on mutual funds and ETFs to distribute your investment strategies, your lineup will quickly become obsolete, limiting your firm’s growth.
The Quorus Solution
Offer custom, tax-managed portfolios based on your strategies
Quorus allows asset managers to offer new, custom, tax-managed versions of their existing strategies. Combine your investment expertise with our advanced tax-management tools to deliver better investment outcomes for advisors and their clients.
Add value with a suite of advisor tools
Give advisors the tools to understand and communicate the value of tax management to clients and prospects with tax-aware proposals, portfolio transition plans, portfolio backtesting, and after-tax client performance reporting.
Protect your Investment Alpha
Our AlphaHarvest methodology is tailored for each strategy, balancing tax alpha with traditional investment alpha. Implement loss harvesting, position controls, and intelligent gain/loss timing to maximize outcomes.
Streamline your operations
Eliminate operational headaches. Quorus will act as a sub-advisor for all client accounts, managing day-to-day portfolio management and back-office operations with the custodian. Interested in maintaining investment discretion? Integrate Quorus tax-management logic on a non-discretionary basis with our API.
