SS&C Advent, Black Diamond Link for APX and Axys, Addepar, Schwab Performance Technologies, Morningstar Office, Asset Book, Portfolio Pathways, BridgePortfolio, Orion Advisor Services, SunGard, Xignite, Real Time Electronic Trading
ASI Portfolio Rebalancing Solution
Offering snapshot:
ASI Advisor Software, which is part of Salesforce Financial Services Cloud, is another provider of rebalancing solutions. Its Portfolio Rebalancer was created to support global custodial platforms in rebalancing vast numbers of accounts quickly. The engine allows for real-time and nightly rebalancing, helping wealth managers take care of large numbers of accounts. The software supports firm-based and user permissions, model preferences, as well as rules for rebalancing. Its efficient alert system provides a streamlined workflow, automated scheduling, and real-time drift notifications.
Features:
Web-based solution; quick analysis of accounts and cash management; two review levels; CGDA; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; report generator
Basic pricing:
Not disclosed
Set-up time:
1 day