Name: PORTAX
Price: 49 USD
Author: PortaxSoftware

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

WebOps

Development

Business Intelligence (BI)

Collaboration

Visual Collaboration

VoIP

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

API Management

App Development

Browser

Cloud Storage

Component Content Management

Data Observability

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

MLOps

Network Access Control (NAC)

Network Performance Monitoring

Remote Support

Requirements Management

Security Awareness Training

Session Border Controllers

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Content Marketing

Digital Signage

Direct Mail Automation

Email Management

Email Marketing

Event Registration

Marketing Automation

Marketing Resource Management

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Business Caller ID

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Data Loss Prevention

Insider Risk Management

Security

Commercial Drone

Construction Accounting

HIPAA Compliance

Multiple Listing Service (MLS)

Smart Cities

Utilities

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Carta

Shareworks, by Morgan Stanley

Shareworks by Morgan Stanley (formerly Solium Capital)

Certent Equity Management

Insightsoftware, Inc

Cake Equity

Computershare GEMSᵖᵐ (OPTRACK)

Computershare

Ledgy

Statmetrics

ATrad

Ironone Technologies

Aikido

Life Unlocked

PORTAX is a after-tax portfolio analysis tool designed to assist financial advisors, wealth managers, investment managers, tax professionals, and institutional investors in optimizing their portfolios and making informed asset allocation decisions. According to the vendor, this software offers a range of features to analyze portfolios, including multiple period horizons, margin trading, short sales trading, futures trading, sub portfolios for different tax and ownership structures, user-supplied asset class data for forecasting, Monte Carlo simulation, "What If" portfolio scenarios, international currency and tax rate modeling, and extensive private-branded client reporting. Whether managing portfolios for individuals or institutions, PORTAX aims to provide the necessary tools for optimizing investment strategies and maximizing after-tax returns.

## Key Features

**After-Tax Portfolio Optimization and Asset Allocation**: PORTAX provides detailed analysis of portfolios with multiple period horizons, offering per period results for asset weight, market value, cost basis, cash flows, management fee, turnover, taxes, after-tax returns, and alpha performance for each asset, according to the vendor.

**Margin Trading with borrowed funds**: PORTAX enables users to trade with borrowed funds through margin trading, potentially providing increased investment opportunities and potential returns, according to the vendor.

**Short Sales Trading with reserve account**: The software supports short sales trading with a reserve account, offering flexibility in trading strategies and the potential to profit from declining market prices, according to the vendor.

**Futures Trading with Long, Short, Hedge, and Cross Hedge positions**: PORTAX facilitates futures trading, offering options for long, short, hedge, and cross hedge positions. This feature allows users to manage risk and potentially take advantage of price movements in the futures market, according to the vendor.

**Sub Portfolios for Modeling Different Tax and Ownership Structures**: Users can create sub-portfolios within PORTAX to model different tax and ownership structures, enabling accurate analysis and optimization based on specific requirements, according to the vendor.

**User Supplied Asset Class Daily Price and Return Series for Forecasting Inputs in up to 20 markets each with up to 100 Asset Classes**: PORTAX allows users to input daily price and return series for asset classes in up to 20 markets, with each market supporting up to 100 asset classes. This feature aims to provide valuable forecasting inputs for portfolio analysis and decision-making, according to the vendor.

**Monte Carlo Simulation for Constructed Portfolios including Asset Skewness and Kurtosis**: The software offers Monte Carlo simulation capabilities for constructed portfolios, taking into account asset skewness and kurtosis. This feature aims to help users assess the potential risk and return characteristics of their portfolios under various market scenarios, according to the vendor.

**What If Portfolios for Creating and Comparing Custom Portfolios**: PORTAX enables users to create and compare custom portfolios using "What If" scenarios. This feature allows for the evaluation of different investment strategies and the identification of optimal portfolio allocations, according to the vendor.

**International Currencies and Tax Rates for Modeling Around the World**: Users can model portfolios in different international currencies and tax rates within PORTAX, providing a global perspective and ensuring accurate analysis for diverse investment scenarios, according to the vendor.

**Economic Cycles and Shifts with time varying asset statistics**: PORTAX incorporates economic cycles and shifts with time-varying asset statistics into portfolio analysis. This feature aims to help users understand the potential impact of changing market conditions on their portfolios and make informed investment decisions, according to the vendor.

Basic

PORTAX

Stock Option Plan Administration is for administering stock option plans.

Stock Option Plan Administration

PortaxSoftware

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Stock Option Plan Administration Software

PORTAX

Overview

What is PORTAX?