Tools for investment professionals
Wealth Portfolio Manager, Institutional Manager, Group Retirement Plans Administrator, Compliance Officer and Robot Adviser sponsor.
Robot-rebalancer, modeling, compliance, order management system and data mining.
Here's how it works
It starts by decoupling investments strategies from the rebalancing process.
You deal with investment strategies.
iBalanceTM automatically implements your views by proposing optimal buys and sells.
Rebalances on autopilot or using what-if scenarios, the way you would have done it yourself, minimizing transaction costs and carefully weighting all aspects.
Leonardo de Vinci
"Simplicity is the ultimate sophistication"