Quorus

Quorus provides a digital platform for asset managers and financial advisors to create and manage custom investment portfolios. The service integrates sophisticated tax management, including the AlphaHarvest methodology, to enhance after-tax outcomes for actively managed strategies. This enables firms to offer tax-efficient separately managed accounts (SMAs) and unified managed accounts (UMAs) with ticker-level customization.

Traction 10/10

Fairfield, United States · HQ

Founded 20226700+ followers

Data & Analytics
Enterprise Software
Financial Technology
Software Only

Updated 23 months ago

Funding

Raised to date

$1.5MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

1 founder

Scott Shumway

CTO

Product

Problem

Financial advisors often struggle to efficiently create and manage personalized investment portfolios that optimize for both investment returns and tax efficiency. Traditional methods can be time-consuming and may not fully leverage available tax-saving strategies, leading to suboptimal after-tax outcomes for clients.

Solution

Quorus offers a digital platform that empowers financial advisors to construct and manage custom, tax-efficient investment portfolios using its proprietary AlphaHarvest methodology. The platform integrates sophisticated tax management techniques with ticker-level customization, enabling advisors to balance traditional investment alpha with tax alpha. By modeling client portfolios in real-time and providing comprehensive reporting, Quorus streamlines operations and enhances after-tax investment outcomes. The Quorus API allows integration of its tax-management software into existing practices, providing access to its methodology without relinquishing portfolio management control.

Target Audience

Quorus primarily targets financial advisors and asset managers seeking to enhance their existing strategies with custom, tax-managed investment solutions.

Features

Proprietary AlphaHarvest methodology that balances investment alpha with tax alpha
Custom portfolio construction with ticker-level customization
Real-time portfolio modeling capabilities
Comprehensive reporting features
Quorus API for integration with existing advisor platforms
Support for tax-managed separately managed accounts (SMAs) and unified managed accounts (UMAs)
Integration with industry leaders like O'Shares and Charles Schwab