Keeping Your Clients on the Right Path

You work with your clients to create a thoughtful investment plan and a portfolio designed to match their long-term goals and comfort with risk. But a portfolio isn’t a “set it and forget it” tool. Over time, as markets move, a carefully balanced portfolio can drift, exposing your clients to risks they never intended to take and potentially knocking them off course.

When a Good Plan Goes Adrift

Think of a client’s target asset allocation as their destination. When some investments grow faster than others, the portfolio’s balance shifts. A portfolio that was once a 60/40 mix might become 70/30, making it riskier than planned. This “portfolio drift” happens quietly, but it can undermine your entire strategy.

The solution is strategic rebalancing: the disciplined process of bringing a portfolio back into alignment. However, manually monitoring every client account and executing trades is a huge operational burden. It’s a time-consuming and error-prone process that takes you away from serving your clients.

How We Make Rebalancing Simple and Smart

Our platform takes the heavy lifting of rebalancing off your plate. We’ve developed a streamlined and automated process designed to keep your clients on track without creating an administrative headache for you.

• Constant Monitoring: Our system automatically monitors client portfolios for drift, so you don’t have to. It ensures portfolios stay aligned with their target allocations.

• Efficient and Automated Trading: When a portfolio moves outside its set limits, our platform can automatically execute the necessary trades across multiple accounts at once, saving you valuable time and eliminating manual data entry.

• Tax-Aware Rebalancing: We understand that every trade has potential tax consequences. Our system is designed to be tax-sensitive, helping you manage your clients’ portfolios in the most tax-efficient way possible.

More Time for What Matters Most

By automating routine but critical functions like rebalancing, we empower you to save valuable time. Free from these manual processes, you can focus on what truly matters—building stronger client relationships, providing holistic advice, and growing your business with confidence. Letting us handle the back-office complexities allows you to elevate your practice and deliver exceptional service.

If you’re ready to implement a disciplined rebalancing strategy without the administrative headache, let’s talk. Reach out to learn more.