A large asset management firm was interested in understanding the breadth and depth of competitors’ tax resources to inform its own tax center revamp.

A large asset management firm was interested in understanding the breadth and depth of competitors’ tax resources to inform its own tax center revamp. Our Investment Advisor Experience Research analysts compiled an overview of an elite set of competitors’ tax centers, highlighting information on proprietary funds, resources for identifying cost basis, tax deadlines and FAQs. We also reviewed the functionality of competitors’ tax estimator tools. To strengthen the findings, we compiled insights from brokerage firms’ tax centers to demonstrate value-added features and content that could improve the advisor experience.

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