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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.
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The integration enables you to:
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Automatically populate ATRS data as a suite of custom reports in your performance reporting provider
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Leverage ATRS-specific portal "snapshots" for strategic and empirical analysis
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Configure after-tax data within pre-built reporting pages
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The reporting templates available to you through your performance reporting provider are:
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"After-Tax" Performance Reporting
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"Tax Inclusive" Financal Statement Analysis
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"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?"
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