PORTAX 2026: Benefits, Features & Pricing

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of taxable portfolios, asset allocation and cash flow planning. The platform also helps manage corporate project funds and solve the spending requirements of both taxable and non-taxable institutions. The forecast feature of the software handles per-period asset return time series, reducing the work needed to generate statistics. Additionally, its cash flow projection module is used to calculate the expenditures and capital appreciation of a specific portfolio over time. Pricing is based on annual or monthly subscriptions and support is extended via email.