Your clients own the stocks directly. That changes everything.
Track any of the roughly 23,000 Morningstar indexes, covering equity markets worldwide. Because each client holds the individual stocks in their own account, Tessellare can find losses to harvest for tax optimization and apply their mandate stock by stock. This is direct indexing.
How it fits your workflow
- 01Connect via API.Pull daily positions from your portfolio management system.
- 02Set the rules.Index, exclusions and limits, per client.
- 03TessellareGenerates trade lists.Daily, based on your rules, for drift and tax losses.
- 04Execute.Your desk places the trades in one batch.
Built for your whole book
- From USD 50,000 per account, where the custodian supports fractional shares.
- Scales to your whole book, with no limit on accounts per advisor.
- Custodian-agnostic. Your desk trades through your existing custodian.
- Rules-based. Every trade list is generated from documented, consistent rules.
- Fully auditable. Each trade comes with a written rationale, logged for compliance review.
- Data provided by
Built for clients whose lives cross borders.
Tessellare is a Swiss software company. We build cross-border direct indexing for wealth managers and advisors whose clients live, work and invest in more than one country.
Our aim is simple: give every advisor the tools to offer each client a portfolio built around their own tax situation, mandate and values, wherever they live and wherever their assets are held. Most direct indexing stops at the US border. We are building it for everyone else.
Founded by
CFA charterholder with a background in equity research at a hedge fund and cross-border relationship management at a Swiss SEC-registered investment advisor.
Background in cybersecurity and systems engineering at Mandiant and Google.
