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The Case for Custom Indexing
Trillions
The Demand for Customization of Taxes
We've found very quickly people care a lot about taxes. And they care about more than just tax alpha earned through loss harvesting. They care about managing their taxes over all with the use of their portfolio. Our hit rate on a demo of software was basically everyone buying it, more or less on the spot. We see tremendous variation on those two dimension across the platform.
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