Model-driven allocations
Implement your ETF model portfolios exactly as you designed them.
Product - ETF model portfolios
ETF Model Portfolios
Run your model-driven ETF allocations and let Quorus layer tax management on top, with rebalancing and harvesting handled behind your brand.
Book a walkthroughYour ETF models, made tax-aware.
Tax overlay on top
Tax-aware rebalancing and drift control layered onto the allocation.
Support for unmanaged holdings
Hold and account for legacy or unmanaged positions alongside the model.
Tax-aware transitions
Move a legacy, low-basis position into the model without a day-one tax hit.
When advisers use ETF model portfolios
Tax-manage your ETF models
Layer a tax overlay onto your model-driven allocations.
Reduce tax drag on rebalances
Rebalance and drift-control tax-efficiently.
Blend models with legacy holdings
Account for unmanaged positions alongside the model.
Transition into the model
Move a client into your ETF model without a large upfront tax bill.
Choose the model that fits the mandate
You bring the strategy; we build the tax overlay to match.
Third-Party Model
Run a preferred third-party ETF model, with our tax overlay built on top.
In-House Model
Execute your own ETF model allocation, tax-managed continuously.
Custom Model
Build a bespoke ETF model with us, implemented with a tax overlay to match.
Getting started is easy01 02 03 04 Book a walkthrough
Share your vision, and we handle the rest.
From strategy to trading, we handle the tax overlay at every step.
Select your strategy
Choose the ETF model allocation you want to run for the account.
Define customizations
Set industry, sector, ticker, and values-based screens for the portfolio.
Set tax budgets
Define gain and loss targets so the overlay manages to your tax objectives.
Quorus trades
We implement the allocation as individual lots and run the tax overlay, always on.