Quorus for Financial Advisors

Custom, tax-managed portfolios built for active

Quorus partners with financial advisors to create custom, tax-managed portfolios that meet the unique needs of their clients. Improve portfolio tax efficiency and incorporate ticker-level account customization with your preferred investment strategies.

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Trusted by Industry Leaders

The Problem

Applying tax management to active portfolios is critical but complex

For advisors who use active strategies in client portfolios, effective tax management is a critical tool to maximize after-tax returns. However, implementing and running a robust tax management program, particularly for strategies with pre-tax alpha targets, can be complex and time-consuming.

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The Quorus Solution

Use your desired strategies, not the platform provider's

As an open architecture platform, we work with advisors to build client portfolios based on their preferred investment strategies, including third-party managers or your team’s internal strategy. Quorus builds a tax-management program specific to each strategy.

Apply comprehensive household tax-management

Aggregate multiple account registrations under a single household with integrated tax and portfolio allocation logic. Provide a cohesive and tax-efficient investment strategy across client households.

Robust tax management, built for active

Our AlphaHarvest methodology is designed to balance tax alpha with traditional manager alpha. Implement loss harvesting, position controls, and intelligent gain/loss timing to maximize client outcomes.

Clearly communicate the value of tax management

Understand and communicate the value of tax management to clients and prospects with tax-aware proposals and after-tax client performance reporting. Simplify onboarding with tax-aware portfolio transitions.

Streamline your operations

Eliminate operational headaches. Quorus will act as a sub-advisor for 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.

Testimonials

What Our Clients Say

“Through Quorus’ innovative platform, we are expanding our reach to advisors who use SMAs. Most importantly, we’re expanding our Portfolio Solutions platform to offer advisors multiple ways to evolve and manage their portfolios to best meet their clients’ investing needs.”

Thomas Skrobe

Head of Portfolio Solutions and Investment Strategy

WisdomTree Asset Management

Testimonials are provided by current Quorus clients or partner firms. Individuals providing testimonials have not been compensated for the testimonial, and do not have a financial interest in Quorus*.
_{*WisdomTree is an investor in Quorus and has an interest in our financial success.}