Set-up time:
1–2 weeks
Integrations:
Envestnet, Yodlee, FactSet, Morningstar By All Accounts, Advisor CRM by Tamarac, Junxure, Microsoft Dynamics, Salesforce.com, Schwab Advisor Services, Fidelity Institutional Wealth Services, Merrill Lynch, Pershing Advisor Solutions, Raymond James, TD Ameritrade Institutional, Jefferson National
TD Ameritrade’s iRebal
Offering snapshot
: TD Ameritrade has capitalized on “intelligent rebalancing” via its iRebal, which enables tax-efficient rebalancing, dynamic cash management, tax-loss harvesting, and more. Additionally, iRebal is offered at no cost to TD Ameritrade Institutional brokerage accounts.
Features:
Cloud-based and desktop products; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; unlimited review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; report generation
Basic pricing: