Personalized indexing and tax alpha for every client.
Direct indexing, automated tax-loss harvesting, and full SMA customization... connected to your custodian, configured in plain English.
Four ways Wallace lifts client outcomes.
Built around a tax-aware portfolio engine, plain-English customization, and goal-based planning — each composing into a single client account.
After-tax alpha, captured dynamically.
Bespoke, account-level harvesting offsets client gains and income. Year after year, automatically, and configured to your preferences.
Configure the SMA with just an idea.
Describe the strategy. Wallace builds the SMA with tilts, screens, exclusions, sector caps, and more.
Unlimited, goal-based SMAs.
Every goal — retirement, college, a second home — gets its own SMA and its own forward projection.
Model the trade before you place it.
Compare after-tax outcomes, tracking error, projections and simulations in seconds.
The platform that sits in front of your custodian.
Wallace reads account data and structures orders you approve. We never take custody, never move assets, never require new accounts.
Connect, map, pilot in just four weeks.
Custodial integrations
Schwab, Fidelity, Pershing, Altruist, and more via API and FIX engine pathways.
Trades you approve
Wallace structures the order; nothing routes to the custodian without you.
Custody · discretion · transfer
None of the three. You stay the adviser of record on every account.
Connect → map → pilot
Four weeks from kickoff to first live account. Enable account by account.
Configure the portfolio with natural language.
Describe the strategy in plain English; Wallace resolves it into an executable mandate. Tilts, screens, exclusions, sector caps, and more... ready to fund in seconds.
Frequently asked.
1Estimated tax alpha reflects typical ranges and is illustrative, not a forecast. Tax-loss harvesting benefits depend on market dynamics, realized gains, and advisor action — actual results vary by client and are not guaranteed.