FrontierOne helps advisor create tax-aware, risk-optimized portfolios tailored to each client. This prototype includes core features we’re actively developing—your feedback will shape what next.
What You Can Do in This Prototype:
1. Select Preferred ETF Providers
Select and rank ETF providers from our curated list by asset class—Equity, Fixed Income, Alternatives
2. Add, Define Account Type & Upload Holdings
Add taxable or non-taxable accounts. Upload positions and tax lots.
3. Provide Portfolio Preferences
Use visual sliders to fine-tune investment targets:
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Set Tax Parameters/Profile(for non-qualified accounts)
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Risk Exposure (Preservation ↔ Growth)
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Asset Mix (Stock:Bond:Alternatives)
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Alternatives Allocation
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U.S. vs. Global Exposure
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Income vs. Total Return Objective
New Frontier Investment Process:
All asset classes and ETFs used in FrontierOne are backed by rigorous research and designed for real-world implementation. We aim to bring clarity, precision, and tax-efficiency to every portfolio recommendation.