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We are making improvements to our Composite Model Trading functionality to reduce the risk of potential unnecessary taxable events and improve the overall client experience.
With this upcoming enhancement, RIAs will have the ability to specify if they want to create buys/sells only, or if they want to create asset transfers between models and then do boys/sells for the difference. We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. Comments are closed.
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Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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July 2026
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