Tools To Help Your Clients

Tax Reporting

The complexity that comes with managing the wealth of high net worth clients creates the need for detailed tax information. Fortigent provides security and tax lot information that can be used for estimating quarterly tax payments, as well as year-end tax planning and preparation. This tax information is also presented by account, entity, and in total to allow for a “one look” summary of a portfolio’s total tax exposure. This summary includes long- and short-term gains/losses, taxable income, realized gains/losses reports, hedge fund information, income summary reports, and expense reports. Each of these reports can be separated out and run ad hoc through our advisor web portal at any time.


Download sample tax report