For managers
Reach the people who already have the tax problem you solve.
Advisors and investors use Basis to compare every provider in a strategy on fee, tracking error, minimum, and capacity, and to find a door in. 37 products are listed today from public data. Claim yours to make it correct.
Where Basis sits
Tax-aware products move through platforms and custodians to advisors, then to investors. Each step keeps its own product data. Basis puts all of it in one format, in front of the advisor and the investor at the same time.
Managers
- AQR
- Parametric
- Aperio
- Quantinno
- Eaton Vance
- Cache
- GlidePath
Platforms and custodians
- Envestnet
- AssetMark
- SEI
- Schwab
- Fidelity
Advisors
- Independent RIAs
- Wirehouse advisors
- Family offices
Investors
- Founders and early employees
- Executives
- Inheritors
Basis
One leaderboard of products and of the doors to them, used by the advisor and the investor together.
Three levels of listing
Payment never changes the order of routes. Routes rank by the after-tax result under the model that each page shows.
ListedFree
- We build the listing from your public documents and keep it current.
- The listing shows on the leaderboard, on its product page, and in the calculator.
ClaimedFree
- You correct the terms and add documents.
- You publish capacity by name, so that a closed name does not send you dead leads.
- You see how often your listing shows in routes, and for which positions.
ConnectedPaid
- Your capacity and terms come in through an API, so routes use live data.
- Advisors send intro requests with the client's position, basis, and status attached.
- Your product can take one part of a split route, for example the part an exchange fund cannot take.
One format for every product
| Field | What it holds | Example |
|---|---|---|
| Strategy | One of seven strategy types | Exchange fund |
| Minimum | The smallest account you accept, in dollars | $100,000 |
| Fee a year | Low and high end of the management fee, in basis points | 40 to 95 |
| Open to | Anyone, accredited investors, or qualified purchasers | Qualified purchasers |
| Access | Direct sign-up, through advisors, or on platforms | Direct, advisors |
| Lock-up | How long money must stay in for the tax result | 7 years |
| Capacity by name | Names you take, waitlist, or close | NVDA closed |
| Sources | Public documents for each term, with the month checked | Form ADV, fact sheet |
List or claim a product
To claim a listing that exists, open it from the leaderboard and select Claim this listing. The form fills in with its current terms.
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