A beautifully simple digital experience for advisors, plus a powerful back-end that delivers hyper-personalized equity portfolio solutions optimized with market-leading tax minimization and personal indexing capabilities.
SOLUTIONS FOR YOU AND YOUR CLIENTS
Differentiate your business and engage your clients
Let Just Invest’s automated portfolio managment deliver better outcomes for clients while improving your overall business efficiency.
Maximize after-tax returns
For taxable accounts, leverage our sophisticated tax-minimization algorithms to systematically harvest tax-losses, offsetting portfolio gains. The Just Invest platform constantly monitors all tax lots, wash sale rules and short vs long term gain tradeoffs. Research has shown consistent 0.50-1.5% gains are possible with tax-loss-harvesting. And we have built tax optimization directly into the account monitoring and rebalancing process, freeing you to grow your business.
Drive client engagement
Open new avenues to engage your clients by offering portfolio solutions that uniquely address their needs. For clients seeking to align their investments with their values, Just Invest offers unparalleled customization around Environmental, Social and Governance topics, supported by our extensive ESG data platform. At the same time, our custom portfolios allow you to intelligently handle legacy and low basis positions while achieving greater diversification and lower overall cost.
Align client values
We have built an extensive data platform including hundreds of environmental, social and governance data points on companies globally. Using the Just Invest portfolio tools, pinpoint the issues and impacts most important to each client while maintaining professionally constructed, diversified portfolios. The Just Invest platform supports negative and religious value screens, positive tilts and impact themes directly in the portfolio construction process.
Modern portfolio management
With over 50 years of experience in the institutional investment world, we bring you the best of modern finance. You can rely on Just Invest to deliver the best investment tools, data and service to help you serve your clients. Our platform incorporates sophisticated portfolio optimization technology, risk management, and big data to monitor and rebalance each client portfolio to its precise instructions.
BUILT TO SERVE ADVISORS
Just Invest personalized indexes deliver improved outcomes for advisors and clients