SEC-registered investment adviserContact

WALLACE FOR ADVISORS

The intelligent operating system for advisors.

SMA design, tax-loss harvesting scans, projections, research, client-ready reports, and more generated in plain English. Save hours. Win clients. Play more golf.

Book a demo See how it connects

Connected to your custodian. You approve every trade.

Ask WallaceLive account data

Build a custom SMA: exclude tobacco, cap tech at 25%, tilt small-cap value.

SMA BLUEPRINTReady

312

holdings

0.41%

tracking error

25%

tech cap

✓3 harvest candidates today · household wash-sale check passed

ILLUSTRATIVE

FEATURED ON Business Insider

§ 01 · THE SHIFT

Every workflow you dread is now a sentence.

Kitces Research finds advisors spend about 45% of their time on behind-the-scenes prep and only 20% with clients, most of it operating software, not exercising judgment. Wallace collapses the operating onto one canvas.

THE OLD WAY

Build a custom SMA through a spreadsheet, a vendor portal, and a phone call.

WITH WALLACE

›Exclude tobacco. Cap tech at 25%. Tilt small-cap value.

1 SMA · 312 holdings · 0.41% tracking error · blueprint ready

THE OLD WAY

Harvest losses once a year, in December, account by account, hoping nothing trips a wash sale in the spouse's IRA.

WITH WALLACE

›Show me today's harvest candidates.

Daily harvest scans with household wash-sale prevention¹

THE OLD WAY

Model a tax-aware transition in Excel over a weekend.

WITH WALLACE

›Transition this portfolio with a $40k gain budget.

After-tax outcomes, tracking error, and multi-year schedules in seconds

THE OLD WAY

Assemble quarterly reports from three systems and a screenshot.

WITH WALLACE

›Build the Hendersons' Q3 review.

Client-ready, firm-branded, generated from live positions

§ 02 · BENEFITS

Six ways Wallace lifts client outcomes.

A tax-aware portfolio engine, plain-English customization, and goals-based planning, each composing into a single client account.

01+1–2%¹

Tax-loss harvesting

After-tax alpha, surfaced daily. Account-level scans with household wash-sale prevention and projected savings. You decide what to act on.

02Plain English

SMA customization

Describe the strategy. Wallace builds it with tilts, screens, exclusions, and sector caps, a complete blueprint in seconds, ready to implement at your custodian.

03∞

Goals-based planning

Every goal, retirement, college, a second home, gets its own SMA and its own forward projection.

043×

Hypotheticals

Model the move before you make it. Compare after-tax outcomes, tracking error, projections, and simulations in seconds.

05Live

Research

Ask anything about the book, concentration, drift, harvest candidates, exposure by household. Answers from live account data, not last quarter's export.

06On demand

Dynamic reports

The report writes itself. Describe what the meeting needs and Wallace assembles a client-ready, firm-branded report: after-tax performance, harvesting activity, goal progress.

§ 03 · WHY INTELLIGENCE PAYS

The value was always there. The labor was the barrier.

Cerulli reports only 18% of advisors use direct indexing, and 26% with access still decline it. The blockers are operational: minimums, cumbersome tools, manual transitions. The research on the value is consistent, Morningstar measured an average 69 bps per year of tax benefit over a direct-indexing strategy's first five years. Wallace removes the labor between your clients and that value.

69bps

avg. annual tax benefit, first five years (Morningstar)¹

18%

of advisors use direct indexing today (Cerulli, 2025)

76%

use or plan to within 12 months (FTSE Russell, 2025)

Estimated after-tax growth

+1% estimated tax alpha, compounded¹

Year 1

Year 5

Year 10

With Wallace

Without harvesting

Illustrative, not a forecast. Harvesting benefits depend on markets, realized gains, and advisor action; results vary and are not guaranteed. Sources: Morningstar; Vanguard (2015–2024 backtest); Cerulli; FTSE Russell.

§ 04 · HOW IT CONNECTS

Intelligence in front. Your custodian behind.

Wallace plugs straight into your custodian's data. We never take custody, move assets, place trades, or require new accounts. You stay adviser of record on every account.

01 · ADVISOR

Asks, reviews, decides.

Every recommendation is yours to act on. Wallace informs the decision; you make it.

02 · WALLACE

Personalizes, scans, structures.

Resolves your request against live account data and delivers the scans, analyses, and reports.

03 · CUSTODIAN

Holds the assets and the data.

Wallace connects directly to your custodian's data. No re-papering, no new accounts, no change to how you trade.

Custodian connection, enabled account by account.

100%

Decisions stay with you. Wallace informs; you act.

0/3

Custody · discretion · execution. None of the three.

From kickoff to first live connection.

FAQ

Questions, answered.

Still curious? Book a demo and we'll walk your book.

Why Wallace?+

One intelligence platform for the whole job: direct index design, tax-loss harvesting, SMA modeling, goals-based planning, simulations, research, and reporting, all driven in plain English and connected to your custodian's data. Skip the patchwork of vendors: the most powerful solution in the simplest interface.

How is Wallace regulated?+

Wallace is an SEC-registered investment adviser. We license and white-label our software to RIAs, CFPs, and institutional partners. Wallace takes no custody, no discretion, places no trades, and is not a sub-adviser. Every investment decision is yours, and you remain adviser of record. Services are end-to-end encrypted, with modularity to swap custodians, KYC providers, and research tools.

What does Wallace do?+

Three pillars: a tax-aware portfolio engine, SMA customization and personalization, and goals-based wealth management, all driven by a natural-language layer for research, simulations, and reporting. A patent-pending AI allocation engine turns any client idea into a custom, tax-aware SMA blueprint in seconds, plugged directly into your custodian's data.

How do I get in touch?+

Email support@wallacefinance.io for inquiries, support, and feedback, or book time with our team from any button on this page.

GET STARTED

Transform your client's experience.

Tax-aware engines, customization, and goals-based wealth management, in one platform. Tell us about your firm and we'll walk your book.

SEC-registered investment adviser. No discretion; you approve every trade.

Book a demo

See the platform on real advisor workflows. We'll follow up within one business day.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.