## 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.