A self-service web app that imports portfolio holdings (via brokerage API connections or CSV upload), automatically determines cost basis including stepped-up basis for inherited assets, and generates a prioritized, tax-optimized liquidation or transition plan. The tool models different sell scenarios showing projected tax impact, suggests which positions to sell first, and provides clear documentation for tax filing—replacing the need for expensive ongoing advisory fees with a one-time or low-cost subscription.

A massive generational wealth transfer is underway, with an estimated $84 trillion passing to heirs over the next two decades. More people than ever are inheriting portfolios and facing complex liquidation decisions, while simultaneously seeking to reduce the high advisory fees that erode their inheritance.