Features

Here are some key features of Rebalance Express;

• Consistently voted the best user interface by clients and prospects^*
• Multi-custodian data interface (Fidelity, Schwab, TD, etc)
• Rebalance single or multiple accounts, groups of accounts, and individual positions
• Fully automated, location optimized, tax-aware household rebalancing
• Create security models, asset class models, and models of models in minutes
• Create, manage and model using the industry's most advanced asset class modeling tools
• Customize rebalance settings at the account, household, and global level
• Create custom restrictions, equivalents and exclusions
• Use real-time pricing for intra-day trades
• Visual tax lot management
• Manage cash
• Generate and customize individual trade tickets or block orders and allocations
• Generate compliance reports such as holdings, cross-reference, transactions, etc
• Manage security master definitions
• Native support for Advent, Fidelity, Schwab and TD portfolio and trade management systems
• Open Architecture
• Highly scalable modular architecture fits every firm from one to hundreds of users

Check out specific usage scenarios.