Leading solutions for
Institutional & High-Net Worth
asset management

"With iBalance^TM It took us less than two hours to implement a complex strategy across a thousand portfolios. Amazing !"
                          M. F. - Portfolio Engineer

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In the real world, many portfolio rebalancing problems are simply too complex for humans and regular software programming tools like spreadsheets.

The iBalance^TM rebalancing module relies on optimization techniques to solve the most difficult rebalancing problems. By combining soft models and portfolio constraints, the iBalance^TM engine propose the most appropriate recommendations while minimizing dispersion.

As an investment manager, you know that quality of execution results in added value for your clients.

When rebalancing with iBalance^TM you achieve the following key objectives:

• Automatically meet investment targets (security, region, sector, market capitalization, duration, etc)
• Seamlessly handle personalized portfolios and portfolio groups
• Reduce implementation time of strategies and portfolio movements by more than 200%

Typical usage scenario:

• Asset mix review
• Swap securities: 1-1, n-m
• Liquidation
• Rebalance portions of a portfolio
• Progressive investments

Key features:

• Automatic, assisted (What-if) and manual mode
• Tactical / Strategic rebalancing
• Compliance enforcement
• Reduced transaction costs
• Index tracking
• Multi-portfolio taxation optimization
• Security ranking/min/max/target/max buy
• Lot size control, rounding
• Minimum trade
• Balanced or specialized model
• Multi-managers