Rowboat Portfolio Optimizer for Wealth Management

Our portfolio optimizer finds the best feasible portfolio that balances competing goals and satisfies constraints.

The goals that can be simultaneously supported are:

1. tracking a target, with or without a factor model
2. tax efficiency
3. ESG
4. transaction cost
5. holding cost

Sample constraints are e.g. minimum ESG scores, tax budgets, min / max % in a single security or asset class, etc.

The above includes direct indexing with tax loss harvesting and ESG, multi-asset class portfolios possibly including alternative assets, and more.

See extensive demos in:

http://www.rowboatadvisors.com/html/demos.html

• Speed: sub-second, even for a 1,000-stock DI portfolio; even faster, for smaller ones.
• Scalability to millions of accounts.
• Tax sophistication: industry-leading.
• Expertise: founded in 2016 by the software developer who built the industry's first "robo" DI+TLH at Wealthfront. Required specialized knowledge (optimization, math, stats, etc.) Complex, so even large firms tend to license, not build.
• 100% automated, not "almost automated"; can run as "robo" with no human involvement.
• Speed of innovation: well-architected, so custom features are easy to build.
• Safety: backtester uncovers unexpected scenarios before they affect customers.
• Deep feature set.
• Extreme attention to detail.
• Competitive differentiators: tax alpha strategies beyond DI+TLH; backtester enables personalization in tuning the strategy; plus more.