Frame shows you the full picture and helps you keep more of what’s yours.
Connect
Banks, brokerages, equity compensation platforms, crypto wallets—Frame pulls in balances, transactions, and cost basis automatically. Whether it’s RSU vests from Schwab or ISOs on Carta, one connection gives you the full picture.
8
accounts linked
$18,200
avg. found per client
Analyze
Frame reviews how your RSUs are taxed, models the best time to exercise options, and flags hidden tax exposure—like optimizing tax lots across vesting schedules, timing ISO exercises to minimize AMT, and catching missed deductions across every account you own.
Not a chatbot. Not an algorithm making decisions on your behalf. Our advisors specialize in equity compensation for tech professionals—and review every recommendation before it reaches you.
Act
Frame recommends. Your CPA reviews. You approve. We coordinate the execution with your existing accounts—rebalancing, tax-loss harvesting, filing amendments. No phone tag, no paper forms, no 40-minute holds.
Harvest $8,200 in tax losses from GOOGL lots vested Q2
Sell 48 shares at current loss, repurchase after 31-day window. Est. tax savings: $2,870.
Most ISO and RSU strategies need 3–6 months to implement.
The best time to start was last quarter. The next best time is now.
$18K
avg. saved per client
100%
Advisor-reviewed insights
4.9/5
client satisfaction
Stop guessing. Start seeing. Frame puts a top 1% advisor in your corner.
Plans from $2,000/year· flat fee, no AUM