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Tax Cost Ratio
Completed
http://www.morningstar.com/InvGlossary/tax_cost_ratio.aspx
Requested by Rob Greenman - Vista Capital. He's trialing right now. The firm currently has one seat with potential for two more.
I like this idea
No timeline as of yet, but is something we are going to do soon than later.
No timeline as of yet, but is something we are going to do soon than later.
Justin, noticed you were going back and forth with Alexa on this, but had another person request it so I figured I'd add it. The client also mentioned that any additional data with a focus on tax analysis (I.e. tax adjusted returns) would be a termendous value.
John McCord - Cardinal Wealth (3 seats)
Justin, noticed you were going back and forth with Alexa on this, but had another person request it so I figured I'd add it. The client also mentioned that any additional data with a focus on tax analysis (I.e. tax adjusted returns) would be a termendous value.
John McCord - Cardinal Wealth (3 seats)
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