Portfolio Rebalancer was designed to support the world’s largest custodial platforms and can scale to firms of any size. With Portfolio Rebalancer, advisory firms can rebalance millions of accounts in minutes with our industry leading product:
Scalable - supports an unlimited number of advisors and accounts
Automated - allows for nightly and real-time rebalancing
Configurable - supports firm-based and user permissions, model preferences, rebalancer rules
Efficient - provides a streamlined workflow, automated scheduling, and real-time drift alerts
Accessible - access your data on any device anytime/anywhere
Seamless integration – manage your client holdings within the application
See how Portfolio Rebalancer scales, automates and integrates with your existing systems, saving you time to spend on your client's needs.