Investment Management System and Method

A non-transitory computer-readable medium comprising software instructions that, when executed by at least one processor, causes the processor to:

• access a tax management platform of a computer-based system;
• communicate and extrapolate data from an associated investing account to the tax management platform;
• upload a tax holding account to the tax management platform;
• link the tax holding account to the associated investing account;
• predict a tax liability for a sale of an investment asset;
• and
• automatically transfer an amount equal to the tax liability for the sale of the investment asset from the associated investing account to the tax holding account.

A method of maintaining a tax liability using a tax management platform on a computer-based system accessible via a user input operatively connected to the tax management platform over a network comprising the steps of:

• uploading an associated investing account to the tax management platform;
• uploading a tax holding account to the tax management platform;
• linking the tax holding account to the associated investing account;
• predicting a tax liability for a sale of an investment asset in the associated investing account;
• transferring an amount equal to the tax liability for the sale of the investment asset from the associated investing account to the tax holding account automatically;
• and
• automatically rebating an amount from the tax holding account to the associated investing account equal to a capital tax loss from the sale of the investment asset.