Intelligent Tax-Loss Harvesting for Digital Assets
RAI Digital Assets uses proprietary algorithms to continuously optimize digital asset portfolios for tax efficiency — whether you're managing one account or thousands. Set your strategy once, and our platform handles the rest.
Institutional Grade
Built for advisors, family offices, institutions, and individual investors
Smart-Lot
Proprietary lot-selection engine designed to minimize tracking error
24/7 Monitoring
Continuous scanning and automated execution across every account
Sophisticated Automation, Simplified
Enterprise-grade tax optimization technology — from single accounts to multi-household portfolios
Real-Time Monitoring
Our algorithms continuously scan portfolios for tax-loss harvesting opportunities, executing automatically when thresholds are met.
Custom Strategies
Choose from conservative to aggressive strategies, or define custom parameters that align with each portfolio's investment objectives.
Detailed Analytics
Track tax savings in real time with comprehensive reporting and portfolio-level performance insights.
Wash Sale Prevention
Intelligent wash sale prevention through automated timing and asset substitution across accounts.
Expert Support
Dedicated support from digital asset and tax specialists who understand the complexities of crypto taxation.
Up and Running in Minutes
A simple onboarding process — whether you're setting up one account or an entire book of business
Connect Your Accounts
Securely link to Coinbase Prime or other supported custodians through encrypted API integration. Onboarding takes less than two minutes
Set Your Strategy
Configure tax-loss harvesting parameters based on risk tolerance, investment timeline, and portfolio objectives.
Automated Optimization
RAI's algorithms run continuously — scanning, identifying, and executing tax-loss harvesting opportunities across your portfolios.