Solution 360°’s new Rebalancing module allows you to rebalance portfolios against a user-defined target model allocation. The tool automatically generates the most tax efficient and lowest cost transactions to accomplish the rebalancing goal. Leveraging this optimized rebalancing enables you to:
- Combine qualified and non-qualified accounts together in the same portfolio and rebalance accordingly
- Lower back-office labor costs
- Accelerate growth by attracting higher-end clients
- Review and edit before the export file is sent to custodians for execution
- Increase returns for clients
For more details, download our latest Rebalancing brochure:
Solution 360° - Rebalancing
For more information, please contact:
sales@iassoftware.com
