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.

Portfolio drifts across your whole firm

Easily assess portfolio drifts vs your tolerances across all clients with one click.

Account, goal, or household level rebalancing

Assign a personalized model to one, a subset, or all accounts within a household. Enforce those models by position or asset class.

Review and override trades

Review, override, and approve trades using our trade worksheets, with all trade blotters archived.

Rebalance custodian, held-away, and cryptocurrency accounts

Include held-away, cryptocurrency, and manually tracked accounts in rebalancing to manage client portfolios holistically.

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.