Financial · VennBoard for Investment Advisors
Reallocate the portfolio. For two lives, not one.
Settlements split investment portfolios in ways that often need surgical reallocation — to harvest losses, manage tax basis, and rebalance for the new owner’s risk profile. VennBoard gives investment advisors a settlement-aware view and a planning workspace that picks up where the divorce left off.
Investment Advisor on a matter
Investment Advisor
- Receive the investment-account split as defined in the MSA
- Plan tax-aware reallocation with cost-basis tracking
- Rebalance for each party’s new risk profile
- Coordinate with the CPA on tax-loss harvesting
- Audit log: every action timestamped & exportable
Jobs to be done
What a Investment Advisor actually does — on VennBoard.
- Receive the investment-account split as defined in the MSA.
- Plan tax-aware reallocation with cost-basis tracking.
- Rebalance for each party’s new risk profile.
- Coordinate with the CPA on tax-loss harvesting.
- Track the new portfolio over time with the client.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a Investment Advisor.
Settlement Ingestion
Splits read directly from the MSA.
Tax-Aware Planning
Cost basis preserved across the move.
Risk Profiling
Built for the post-divorce client.
Long-Term Reviews
Engagement that lasts past the case.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.