Interactive’s rebalancing and trading module automates a critical portfolio management function
Interactive’s rebalancing module takes the labor and uncertainty out of one of the most important investment processes—rebalancing. It automatically readjusts client portfolios to a user-defined target model asset allocation, generating the most tax efficient and lowest cost transactions to accomplish the rebalancing goal. Utilizing this optimizing tool enables you to:
- Combine qualified and nonqualified accounts together in the same portfolio and rebalance accordingly
- Reduce 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
- Create trades based products swaps without rebalancing
