top of page
Why ATRS?
KEY BENEFITS & FEATURES
Seamlessly incorporate ATRS after-tax results in order to impact your performance analysis and reporting. Considering taxes at the federal, state, and local levels, ATRS combines ease of analysis with flexible reporting to deliver a comprehensive, holistic view of client portfolio results after taxes.
The integration enables you to:
-
Automatically populate ATRS data as a suite of custom reports in your performance reporting provider
-
Leverage ATRS-specific portal "snapshots" for strategic and empirical analysis
-
Configure after-tax data within pre-built reporting pages
The reporting templates available to you through your performance reporting provider are:
-
"After-Tax" Performance Reporting
-
"Tax Inclusive" Financal Statement Analysis
-
"Tax Sensitive" Implementation and Rebalancing
This question is worth re-asking:
"If taxable investors had access to after-tax reporting, would they ever use pre-tax reporting?"
bottom of page