Aftertax is a meeting-ready illustration tool that turns fund distribution concepts into dollar tax-impact language your clients can follow—without a research-terminal price tag.
Built for the people in the room
Financial advisors need a clean way to show why two funds with similar pre-tax returns can feel very different after taxes. Wholesalers need the same story, framed for advisor conversations—not a 40-tab worksheet. Aftertax focuses on that shared job: explain dollar tax impact in plain terms.
Dollar tax impact, not jargon
Instead of leaving the discussion at “capital gains distribution” or “tax drag,” Aftertax helps you walk through illustrative dollar outcomes: what a distribution might mean for a taxable account of a given size, and how funds can differ when you compare calendar-year tax effects side by side.
Illustrative sample for this education page
| Plan | Price | Who it’s for |
|---|---|---|
| Monthly | $39 / user / month | Try and stay flexible |
| Annual | $300 / user / year | Best value for ongoing use |
What Aftertax is not
- Not a four-figure research terminal replacement
- Not tax, legal, or investment advice
- Not a source of invented distribution estimates when data is unavailable
When an estimate cannot be supported, Aftertax surfaces that clearly—so you never invent a number to fill a blank. See also announced vs paid distributions and tax drag in dollars.