Frec — Automated Direct Indexing & Tax Savings

Frec is an automated direct indexing platform for investors seeking to optimize tax savings and portfolio growth

Frec is an automated investment platform that provides direct indexing and tax-loss harvesting services to individual investors. It is designed for high-net-worth individuals and long-term savers who want to capture the benefits of direct indexing without the high fees typically charged by traditional wealth advisors. By owning the individual stocks of an index rather than an ETF, users can optimize their tax obligations through systematic loss harvesting throughout the year. The platform automates the complex process of tracking index performance while identifying opportunities to sell losing positions to offset capital gains. Frec provides a user-friendly interface that allows business owners to manage their personal balance sheets with the same precision as institutional portfolios. You can find more details on this and similar financial automations at surfai.app as you plan your 2026 fiscal strategy. Frec includes advanced analytics that track portfolio health, dividend income, and accumulated tax savings in real-time. The system supports custom exclusions, allowing investors to remove specific stocks or sectors from their index to align with personal values or existing company stock exposure. This level of granular control helps minimize risk and maximize long-term after-tax returns. The platform operates on a transparent fee structure based on assets under management. While there is no traditional free tier for the core direct indexing service, the platform often provides introductory tools and educational resources for new investors.

• Pricing: paid

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