Technology for Smart Portfolio Rebalancing

Execution is everything
Tools for investment professionals

Tools for investment professionals

Wealth Portfolio Manager, Institutional Manager, Group Retirement Plans Administrator, Compliance Officer and Robot Adviser sponsor.

Integrated solutions

Integrated solutions

Robot-rebalancer, modeling, compliance, order management system and data mining.

Cloud ready

Cloud ready

On premise or in the cloud. Efficiently manage 100, 1000, 10000, 100000, or 1000000 portfolios.

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.

Main Features

UMH, UMA, SMA and institutional

UMH, UMA, SMA and institutional

Build your value proposition and don't let your tools be the weakest link
Holistic, modern, comprehensive management
Tactical management
Tax optimization
Control of gains and losses
Asset allocation glide path
Robust, mature and full features

Mass customization

Mass customization

Deliver to each client a tailored portfolios
Unique mix of models, constraints and preferences
Combine strategies from in house or external managers and manager of managers

Compliance

Compliance

Fully integrated to the daily rebalancing workflow
Centralized dashboard
pre/post/ Just-in-time validation
Mutual Funds look through
Compliance certificate generation

Workflow / Robot Rebalancer

Workflow / Robot Rebalancer

Supervise if you don't need to do it yourself
Managed execution of decumulation plan
Straight through processing
Supervise trading, compliance, changes to models, portfolios, enterprise policies...

Leonardo de Vinci

"Simplicity is the ultimate sophistication"