After Tax Reporting Solutions, LLC (ATRS)

Incorporate ATRS after-tax results to drive decision-making discussions with your clients. Cross-referencing tax transactions with federal, state, and local tax details, the integration delivers a view of portfolio results after taxes through a suite of attributes and Addepar reporting templates.

Access essential information
  • Hunting down tax information and adding it to each clients’ portfolio can be exhausting. Save time by automatically syncing tax details to a suite of ATRS-specific attributes in Addepar.
Easily implement solutions
  • ATRS takes care of most of the integration setup for you. Just provide tax rates and reporting goals to get started.
Maximize reporting capabilities
  • Increase your reporting capabilities in Addepar by including post-tax data in any existing report or explore five new section templates included with the integration.