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Year-end portfolio reviews are your chance to build client trust and show proactive value…

With tax moves, gifting strategies, and client updates all hitting at once, the right tools can save you hours and leave a lasting impression ahead of December meetings.

YCharts

You’ll discover how to:

  • Spot distribution surprises early with Cap Gains Valet and turn tax impacts into confident, client-ready conversations.
  • Showcase tax-efficient gifting and year-end strategies with Transition Analysis and Proposals to highlight impact and build trust.
  • Save hours of prep in your busiest season using Comp Tables and Model Portfolios to streamline reviews.

YCharts

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Don’t miss this opportunity to gain actionable insights & strategies you can start using right away.

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