Over the last few years, we have applied a significant amount of R&D into enhancing the native Black Diamond Rebalancer tool. This 11-minute webinar demos key Rebalancer workflows which are experiencing heightened advisor activity in today's market. Such as a 5.5x increase of tax-loss harvesting runs in 2022 compared to 2021.
Whether you are looking to make a wholesale asset substitution from one security to another, or harvesting losses to minimize your client's tax burden, the fully integrated Rebalancer enables the execution of these opportunities in a matter of minutes as opposed to hours or even days.
