Using sophisticated target models, the rebalancing engine offers options to define rules and identify position minimums, as well as to set complex trade restrictions if necessary. User-friendly tax screens allow advisors to harvest gains or losses across an entire set of accounts or by a specific lot.
Features:
Cloud-based and desktop solutions; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; five review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; client billing and reporting
Basic pricing:
10,000 USD per year
Set-up time:
4–5 weeks
Integrations:
Salesforce, Dynamics, Junxure, TRX, Trade Warrior, RealTime Trading-Sungard SGN, FactSet, IDC, Bloomberg Data License, Xignites, Box.com, AdvisorProducts, numerous custodians