Cross-border
direct indexing
Automated daily rebalancing and tax-loss harvesting trades for every client portfolio, in any market, with any custodian. Optimized taxes keep more assets under your management.
Taxes optimized. Assets kept invested.
When a stock falls below its purchase price, Tessellare flags it to sell and a similar one to buy, so the portfolio keeps tracking the index. The loss offsets gains elsewhere, reducing the capital gains tax due on them.
For your clients
- Harvested losses offset realised gains, so clients owe less tax this year and keep more of their money invested and compounding.
- Replacement trades are screened for wash-sale rules.
- Reported per client, so you can show each one exactly what was saved in tax.
For your firm
Clients pay tax bills by selling assets you manage. Optimize the tax, and more assets stay with you, earning fees.
Every customization your clients ask for.
The standard filters
- Industry.
- Sector.
- Country.
- Currency.
Around what they own
- Exclude holdings.
- Build around a concentrated position.
- Raise or lower dividend income.
Around what they believe
- Tilt toward factors.
- Screen for ESG.
- Invest in line with their values.
Offer every client a portfolio that a fund or model portfolio cannot, and win mandates on it.
Book a demoTransparent by design.
Every trade is explainable.
Each trade list comes from rules you set, and is fully documented for your client, your compliance team or a regulator.
No access to client funds.
Tessellare holds no assets, executes no trades and gives no advice.
Swiss hosted and secured.
Hosted in Switzerland. Data encrypted and anonymized. ISO 27001 certification in progress.
Trusted partners.
