From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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September 17, 2019 @ 3:00 pm - 4:00 pm
Eclipse is a fully customizable trading and rebalancing platform. Eclipse empowers you to trade at the household level with asset location optimization to create the most tax efficient trades. With a robust set of features — including tax loss harvesting, multi-level modeling, unlimited cash buckets, interactive dashboards, and custom trading preferences, cater to any client’s unique needs while enhancing your firm’s trading processes.