Personalized Rebalancing Features
Personalized models using sliders
Assign each client a personalized model using your own investment strategies and sliders. Set up models of models to the nth degree.
![Personalized models using sliders](/_nuxt/img/sliders.ef1839b.png)
Portfolio drifts across your whole firm
Easily assess portfolio drifts vs your tolerances across all clients with one click.
![Portfolio drifts across your whole firm](/_nuxt/img/drift.a436b5d.png)
Account, goal, or household level rebalancing
Assign a personalized model to one, a subset, or all acounts within a household. Enforce those models by position or asset class.
![Account, goal, or household level rebalancing](/_nuxt/img/goal-rebalancing.3501362.png)
Review and override trades
Review, override, and approve trades using our trade worksheets, with all trade blotters archived.
![Review and override trades](/_nuxt/img/rebal-worksheet.063ca85.png)
Rebalance custodian, held-away, and cryptocurrency accounts
Include held-away, cryptocurrency, and manually tracked accounts in rebalancing to manage client portfolios holistically.
![Rebalance custodian, held-away, and cryptocurrency accounts](/_nuxt/img/held-away-rebalancing.240cf34.png)
Export custodian or CSV trade files
Download custodian trade files to trigger trades. Even set up block trades to ensure every client and account gets the same price.
![Export custodian or CSV trade files](/_nuxt/img/trade-files.4e5e6c1.png)