with First-of-a-Kind Impact & Socially-Selective℠ Portfolio-Generation Software
Select the causes that are important to you. Our software takes care of the rest.
Choose which causes matter:
'swipe-left' or 'swipe-right'.
We algorithmically build an index of companies optimized for return, risk, and Socially-Selective℠ or factor-tilt preferences.
Our software handles portfolio generation, reinvestment & rebalancing, optimized to any client's individual tax profile.
One's core values can be an input for the portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio.
Factor-Tilt & Smart Beta
Customized risk-return profiles, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.
No-compromise investing, without compromising performance.
The objective is to provide consistent “tax alpha” with lower comparative risk than strategies that merely attempt to boost pre-tax performance. By algorithmically building and rebalancing each portfolio we can optimize for risk, return and individual preferences, while eliminating the performance drag that come from layers of fees & expenses.
Empowering High Performance Wealth Management
Impact Labs is a pioneer in the development of technology to enable high-performance wealth management.
Our software and APIs are built with a specific focus on tax optimization and the unique ability to integrate a wide range of social impact options into a single investment portfolio, optimized for diversification while seeking superior after-tax returns.
Our software eliminates the traditional performance drag from fees, expenses & unnecessary turnover: we eliminate the middlemen so your clients keep more of their investment returns. For clients where taxes are constantly eroding returs, we add sophisticated 'tax-alpha' seeking overlays that can add +1.0%-2.4% annually.
link: Know your tax rates; make better financial decisions: MarginalTaxes.com
Our CEO, CTO, Product Strategist & Corporate Strategist each bring 20+ years of experience and they are complemented by our team of next-generation technology & design experts.
link: Team page
Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective℠ + Tax Smart
©2017 IMPACT LABS INC. All Rights Reserved.