Running Torsalis as a service, Analytics and Reporting Tools

Torsalis Agency Implementation, Tax-Smart Liquidation Planning for Wealth Clients

Learn to deliver concentrated stock and crypto liquidation plans as a productized service using Torsalis. This course teaches agencies how to model after-tax proceeds holding-by-holding, compare tax-smart sell orderings, and stress-test plans against market crashes to justify advisory fees and retain high-net-worth clients.

Open the decision record for Torsalis

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
$0 (free to use, $99 one-time ownership fee)
Time to first value
Not published (setup complexity: low)
Payback
Not modeled, requires client pricing, labor, usage, overhead, and expected volume
Guided implementation
8 hours

Assessment

Torsalis offers a low-cost solution for advisors modeling concentrated stock positions, but its lack of integrations and multi-client management limits scalability. The evidence supports using it as a standalone analysis tool.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Torsalis planner (free to use, $99 one-time to own the file)
  • Client holdings data (ticker, account type, price, shares, cost basis)
  • Tax rate information (combined capital gains and income tax)

People and inputs

  • Per-holding growth rate assumptions
  • Sell schedule design (fixed chunks or price-triggered rungs)
  • Spending needs and withdrawal planning data

Estimated investment: $99 (one-time vendor fee to own the file)

Included with the course

7 working documents for delivering this service.

  • Concentrated Position Intake Worksheetworksheet
  • Tax-Smart Sell Ordering Comparison Templatetemplate
  • Monte Carlo Stress-Test Scenario Checklistchecklist
  • Liquidation Plan Delivery SOPsop
  • Client Share Link Setup and Offline Export Guideguide
  • Sequence-of-Returns Crash Test Worksheetworksheet
  • Per-Holding Growth Rate Estimation Checklistchecklist

Listed by name. These documents are not yet published as individual downloads.