佐伊金融公司推出了针对顾问的多经理模式的自动化税收损失收获. Zoe Financial launches automated tax-loss harvesting across multi-manager models for advisors.

Zoe Finance推出了多管理型投资模式,自动收税,使金融顾问能够迅速、高效地将BlackRock和State Street等供应商的战略结合起来。 Zoe Financial has launched multi-manager investment models with automated tax-loss harvesting, allowing financial advisors to combine strategies from providers like BlackRock and State Street quickly and efficiently. 该功能通过Zoe的示范市场平台提供,旨在通过整合账户设置、重新平衡、直接指数化和零佣金零散交易,提高税后回报率,简化投资组合管理。 The feature, available through Zoe’s Model Marketplace, aims to boost after-tax returns and simplify portfolio management by integrating account setup, rebalancing, direct indexing, and commission-free fractional trading. 顾问能够以最低限度的行政努力量身定制投资组合,尽管结果取决于个别税收情况和市场条件。 Advisors can customize portfolios with minimal administrative effort, though results depend on individual tax situations and market conditions. 该平台独立于其合作伙伴,不保障业绩或提供税务咨询。 The platform is independent of its partners and does not guarantee performance or offer tax advice.