Managed Account Sponsors Highlight Tax Optimization
September 11, 2025
Managed accounts sponsors focus on developing tax management capabilities to enhance the advisor experience and to differentiate.
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As more clients express their interest in tax savings and platforms seek opportunities for differentiation, provider and advisor interest in tax optimization schema has increased substantially. 82% of managed account sponsors rank it as their top priority in 2025.
This white paper explores the current state of adoption among wealth managers and the various ways to consider tax management solutions based on advisor and client demand.
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Sponsor Adoption: Current State of Play
Managed account platform sponsors report the highest incidence of automation in tax-loss harvesting (72%), but 24% of respondent firms indicate that this remains a manual process at their firms.
Core Tax Management Solutions
Assess important solutions for a comprehensive unified managed household (UMH) approach coupled with a long-term tax optimization strategy.
Retirement Income Optimizers
Uncover optimization tools that enable the delivery of a sustainable, tax-efficient income stream for clients once they reach retirement, including Social Security optimization and tax-smart withdrawals.
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INTRODUCING
Cerulli Affluent Investor Tracker (CAIT)
CAIT measures the attitudes and sentiments of affluent investors toward their financial relationships with providers and advisors, as well as their ownership of investment vehicles and financial assets. With CAIT’s help, financial services firms can more deeply understand the behaviors of affluent investors.