Automated rebalancing will transform your business.
What does it mean to be in total control of your portfolio rebalancing process? It means:
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Extra effort to work with direct indexes Extra effort to tax optimize every account Extra effort to personalize every account Loss of agility when managing personalized tax-optimized accounts
Day to implement a tactical asset allocation change across all accounts Day to tax loss harvest every taxable account FTE to rebalance all accounts Minute to generate a multi-year transition plan Minute to document for a client the taxes you have saved or deferred |
It means you can offer every client, of every size, the level of personalization and tax optimization that is in their best interest.
It means your client-facing advisors are freed from worrying about daily review, rebalancing and trading.
It means control.
It means agility.
It means serving clients better.