Total Transactions Processed
325M+
PROVEN ACCURACY
Planning is bringing the future into the present so that you can do something about it now.
-Alan Lakein
Now That One-Day Settlement is Here
Accelerated decisions are more important than ever before. Effective pre-tax sale strategies must be determined prior to the trade date to ensure optimal results. Harnessing the power of NetSimulator, can be a game changer when planning investment and tax strategies for ALL clients, not just managed accounts.
Now That One-Day Settlement is Here
Accelerated decisions are more important than ever before. Effective pre-tax sale strategies must be determined prior to the trade date to ensure optimal results. Harnessing the power of NetSimulator, can be a game changer when planning investment and tax strategies for ALL clients, not just managed accounts.
What is Net Simulator?
The Net Simulator is an easy to use and cost-effective simulation tool that provides financial professionals with the ability to surgically tailor their client year-end tax strategies. What makes Net Simulator different:
Targeted Scenario Modeling: Visualize different investment scenarios and their tax implications, empowering you to make informed decisions.
Tax-Efficient Strategies: Net Simulator provides insights into tax optimization, including strategies like tax-loss harvesting, to preserve your wealth.
Risk Analysis: Understand the risks associated with your investments and identify ways to mitigate them effectively.
How Does It Work?
BUY ONE NETBASIS CREDIT
GET ANOTHER FREE.
The Netbasis Promotion for Professionals is here!
STEP ONE
SIGN UP FOR YOUR FREE ACCOUNT
Create your complimentary account by registering as a user and discover the features of Netbasis.
STEP TWO
NAVIGATE TO THE E-COMMERCE PAGE
Locate the Purchase icon to access the exclusive 2 for 1 promotional deal.
STEP THREE
SELECT YOUR SECURITIES AND GO!
With your personal account set up, you can now address your intricate cost basis problems and instantly produce a time-ordered report.
Advanced Security
512 Bit
AES ENCRYPTION
Years of Service
25 Years
THE POWER OF
RELIABILITY
Securities Covered
115K+
EQUITY & DIGITAL
ASSETS
Make the most out of Net Simulator by providing your Retail Customers with targeted simulation capability as you prepare for T+1.
Price Prediction Metrics
Price prediction modeling is a powerful feature to best determine future potential price support and resistance levels.
Crypto Cost Basis
Netbasis provides a cost basis tool that will calculate cryptocurrency and digital asset transactions as well as determine accurate gain/loss and wash sale loss deferral analysis for security token offerings.
Tax Loss Harvesting
The Net Simulator tax loss harvesting feature is a valuable strategy for customers seeking to optimize their targeted tax situation.
Charitable Giving
A well-structured charitable giving strategy offers numerous benefits that go beyond the act of giving itself
A Century of Complete Coverage
We have all
your security’s
corporate actions.
Netbasis is the only investment tax tool that can determine the historical cost basis of virtually any security going back as early as 1925. Our rich proprietary data and patented technology allows Netbasis to provide other key wealth management tools that are essential to our users.
A Century of Complete Coverage
We have all
your security’s
corporate actions.
Netbasis is the only investment tax tool that can determine the historical cost basis of virtually any security going back as early as 1925. Our rich proprietary data and patented technology allows Netbasis to provide other key wealth management tools that are essential to our users.
Unlock the power of NetZero™ for seamless sales tax strategies.
Our proprietary approach expertly balances gains and losses, maximizing tax efficiency for your shares sold. With NetZeroTM, you gain control to offset gains against losses, securing maximum tax advantages. Say goodbye to tax uncertainty and hello to smooth sailing with NetZeroTM. As T + 1 settlement shortens the time to make smart decisions, trust NetZeroTM for instant accurate cost basis and optimal tax planning.
Watch a quick video on how NetZero™ works!
Use Case Example: Tax Planning Strategies
Case Scenario: Meet investors Bob and Jennifer. Both file taxes jointly as a married couple and are faced with selling $100,000 from their investment portfolios. They aim to keep as much of their larger portfolios in the market as possible, but their different tax planning strategies lead to contrasting outcomes.
Bob hastily sells his equities without a strategy, resulting in a significant tax bill of $27,980 due to high short-term and long-term capital gains tax rates.
In contrast, Jennifer and her advisor used Netbasis tools to craft a meticulous pre-tax sale strategy. By tactically selling specific tax lots and maximizing loss offsets with highly positively correlated security replacements, Jennifer minimized her tax liability by $11,349 to a reduced amount of $16,631.
This disparity highlights the importance of robust tax planning. With advanced tools like Netbasis, advisors can empower clients to optimize portfolios, wash sale detection and replacement, and engage in gain/loss charitable planning, enhancing their financial well-being.
View the breakout table
of the use case example
Conclusion Notes
Bob did not use Netbasis and sold $100,000 in capital gains using the industry default FIFO method (First-In, First-Out), while keeping the rest of his portfolio invested.
Conversely, Jennifer and her advisor needed to take $100,000 in profits from her portfolio while minimizing her tax liability and keeping the rest of her portfolio invested. They used Netbasis to pre-determine how to offset half of her overall losses. Utilizing the Net Simulator feature, they identified alternative stocks with similar positive correlations (price movements) to those she sold at a loss. By partially selling the loss positions and replacing them with similar securities, Jennifer's tax liability was reduced by $11,349. This strategy allowed her to maintain her market presence while offsetting just half of her overall losses against her realized gains from the sale.
Netbasis AI is your personalized AI assistant.
Introducing Phase One: Get exclusive access to comprehensive information about the Net Simulator! Stay tuned, as the excitement continues with new phases being rolled out in the coming weeks.
This Professional Special Offer is a 50% discount from our full cost per credit of $30.00
This Professional Special Offer is a 50% discount from our full cost per credit of $30.00
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