Integrated Portfolio Implementation from Natixis Advisors

Customize, coordinate, and monitor multi-asset portfolios in real time – across separate accounts, mutual funds, and ETFs.

Today’s investors expect faster service, greater convenience, and more personalized investment advice. And they don’t want any tax surprises.

Integrated Portfolio Implementation® provides investment professionals with a personalized dashboard to monitor and manage client accounts — and improve outcomes related to:
  • Taxable capital gains
  • Portfolio rebalancing
  • Investment decision implementation
You can streamline your multi-mananger portfolios by aggregating the underlying positions across mutual funds, ETFs and separate accounts.
  • More complete investment picture
  • Better tax efficiency
  • Customization for client preferences, including environmental, social, and governance (ESG) considerations
Integrated Portfolio Implementation® — the information and answers you need in real time.

 

Natixis Advisors, L.P. does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.

Rebalancing may involve tax consequences.

All investing involves risk, including risk of loss.

Natixis Advisors, L.P. provides advisory services through its divisions Active Index Advisors® and Managed Portfolio Advisors®. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, L.P.

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