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Next-level tools and client-ready reporting

Giving you deep insights into your clients’ portfolios is something we take seriously. That’s why we’ve built robust reporting and tools* with easy-to-use interfaces atop secure platforms.

Portfolio Lab

Portfolio Lab

Transition Analysis Explorer

Transition Analysis Explorer

Benchmark Builder

Benchmark Builder

ESG Screen Analyzer

ESG Screen Analyzer

Tax Alpha Simulator

Tax Alpha Simulator

Portfolio Lab

Portfolio Lab

Combine and assess benchmark blends, ESG screens and transitions.

Custom Benchmark Designer

Benchmark Builder

Assess the characteristics and performance of a customized benchmark against a comparison index.

ESG Screen Analyzer

ESG Screen Analyzer

Explore the potential impact of eliminating sectors, industries and ESG screens from a benchmark.

Transition Analysis Explorer

Transition Analysis Explorer

Evaluate multiple risk and tax impact scenarios before funding portfolios with securities.

Tax Alpha Simulator

Tax Alpha Simulator

Compare how the loss harvesting experience of a portfolio is impacted by market conditions.

*SMA Center tools are intended for use by investment professionals and financial advisors only. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.

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